John
Setzler
Tlg Advisors, Inc
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About this Advisor
John Setzler is a financial advisor based in Hickory, North Carolina, working with Tlg Advisors, Inc. John has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, Premier Planning Group Nc, LLC, Lifebridge, and The Leaders Group Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, John is part of Tlg Advisors, Inc, which operates out of Hickory, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
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
John Setzler Work History
The Leaders Group Inc
Lifebridge
Premier Planning Group Nc, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Disclosures
Please visit the SEC profile of John Setzler 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
Leawood, KS
Littleton, CO
New Orleans, LA
Atlanta, GA
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
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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