Emma
Wheeler

Tlg Advisors, Inc

CRD#6880855
Investment Advisor
in Spring, TX

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About this Advisor

Emma Wheeler is a financial advisor working out of Spring, Texas with 5 years of industry experience. Wheeler works at Tlg Advisors, Inc. Throughout their career, they have worked at Tom James, The Leaders Group, Inc and Leaders Financial Group Of Texas. Wheeler has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Tlg Advisors, Inc is an advisory firm headquartered in Littleton, CO. The firm has offices in 96 locations and a total of 264 employees. It administers $2 billion in total assets across its 7,160 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by Tlg Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26218 Oak Ridge Drive
Spring, TX 77380

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

TX Average: 28
Total Number of Accounts

7,160

TX Average: 1,101
Average Account Size

$226,334

TX Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Emma Wheeler Work History

Emma has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

The Leaders Group, Inc

2017 - Present (7 years)

Leaders Financial Group Of Texas

2013 - 2017 (4 years)

Tom James

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emma Wheeler 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

David Ginsberg
Owings Mills, MD
Erik Oros
Littleton, CO
Margaret Barrett
Littleton, CO
Philip Roberts
Minneapolis, MN
Emma Wheeler
Spring, TX
Kevyn Bowling
Littleton, CO
Patrick Norton
Littleton, CO
Kyle Ciotti
Detroit, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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