Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron T Burtzel is a financial advisor with over 10 years of experience in the industry. Aaron is a registered representative and investment advisor representative in Minnesota and has held multiple positions in the financial services industry. Aaron currently works for TLG Advisors, Inc. where Aaron provides financial advice and services to individuals, businesses, and institutions. TLG Advisors, Inc. is a firm with over $1 billion in assets under management and focuses on providing clients with a range of financial services, including investment management, financial planning, and retirement planning. Aaron is dedicated to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
02/18/2021 - Present
TLG Advisors, Inc. (Minneapolis MN)
MN
10/19/2016 - 01/10/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IA
Issued 02/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Burtzel is the right advisor for you? Invested Better is here to help.
