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 Woods has previously worked at Troy E. Woods & Associates, Inc, Ameritas Life Insurance Corp, Acacia Life Insurance, Union Central Life Insurance, Was Insurance LLC, Northern Lights Distributors, LLC, Cls Investments, LLC, The Leaders Group Inc, and Was Insurance (Dba Element Insurance Partners). Troy Woods has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Troy Woods is currently with Tlg Advisors, Inc, which has 107 offices and 280 employees. The firm manages $1.9 billion in assets and serves both charitable organizations and 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. Tlg Advisors, Inc offers asset-based, hourly, and fixed fee structures.

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

$1,948,103,893

NE Average: $10,121,009,343
Total Number of Employees

280

NE Average: 92
Total Number of Accounts

6,331

NE Average: 6,978
Average Account Size

$307,709

NE Average: $1,450,417

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

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

Bruce Martin
Collierville, TN
Corrie Feldotto
Summit, NJ
Ashlee Vingle
Summit, NJ
Christopher Diodato
Pittsburgh, PA
Mark Gori
Summit, NJ
Justin Sykes
Summit, NJ
Dean Knieps
Summit, NJ
James Tanksley
Atlanta, GA

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