Troy
Woods

Tlg Advisors, Inc

CRD#2140500
Investment Advisor
in Elkhorn, NE

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About this Advisor

Troy Woods is a financial advisor based in Elkhorn, Nebraska, working with Tlg Advisors, Inc. Troy has previously held positions at Troy E. Woods & Associates, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp, Acacia Life Insurance, Union Central Life Insurance, Ash Johnson Company, Was Insurance LLC, Northern Lights Distributors, LLC, Cls Investments, LLC, The Leaders Group Inc, and Was Insurance (Dba Element Insurance Partners). Troy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Troy is part of Tlg Advisors, Inc, which operates out of Elkhorn, Nebraska. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1406 Veterans Drive, Suite 102
Elkhorn, NE 68022

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

NE Average: $2,349,664,866
Total Number of Employees

264

NE Average: 28
Total Number of Accounts

5,935

NE Average: 1,101
Average Account Size

$279,920

NE Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Troy Woods Work History

2017 - Present (8 years)

The Leaders Group Inc

2014 - Present (11 years)

Was Insurance (Dba Element Insurance Partners)

2013 - Present (12 years)

Was Insurance LLC

2009 - Present (16 years)

Ameritas Life Insurance Corp

2009 - Present (16 years)

Acacia Life Insurance

2009 - Present (16 years)

Union Central Life Insurance

2006 - Present (19 years)

Troy E. Woods & Associates, Inc

2015 - 2017 (2 years)

Northern Lights Distributors, LLC

2015 - 2017 (2 years)

Cls Investments, LLC

2012 - 2014 (2 years)

Ash Johnson Company

2009 - 2015 (6 years)

Ameritas Investment Corp

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Disclosures

Please visit the SEC profile of Troy Woods to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tlg Advisors, Inc

Michael Wayda
New Orleans, LA
Daniel Barajas
Littleton, CO
Nathaniel Siegel
Littleton, CO
James Tanksley
Atlanta, GA
Catrina Beauchamp
Kingwood, TX
Donald Baran
Littleton, CO
Lynn Jacobowski
Littleton, CO
Christopher Diodato
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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