Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Brent Wegrzyn is an investment advisor representative with TLG Advisors, Inc., headquartered in Littleton, Colorado. Brian holds a Series 6, Series 7, Series 22 and Series 63 license. Brian has been in the industry since January 5, 1986 and is currently registered in several states including Arizona, California, Colorado, Florida, Illinois, Kentucky, Minnesota, Missouri, North Carolina, Pennsylvania, and Wisconsin. Brian is also a registered investment advisor representative in Illinois. In addition to his work with TLG Advisors, Inc., Brian is also the President of Synergistic Financial Center LLC and an Independent Insurance Agent. Brian has extensive experience in the financial services industry and is committed to providing his clients with personalized financial advice. Brian has a strong commitment to continuing education and is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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2
IL
10/15/2024 - Present
TLG Advisors, Inc. (Arlington Heights IL)
IL
10/28/2002 - 08/31/2009
WATERSTONE FINANCIAL GROUP, INC. (MT. PROSPECT IL)
IL
01/06/1986 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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