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Brian Thomas

TLG Advisors, Inc.

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About Brian Thomas

Brian Thomas is a financial advisor with TLG Advisors, Inc., registered with the state of Nebraska. Brian has been active in the industry since 2020. Brian has a Series 63, Series 65 and a Series 6TO license. Brian specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Brian also provides financial planning, pension consulting, and educational seminars. Brian is experienced in helping clients achieve their financial goals.

Firm Information

Brian Thomas is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Thomas’s Registration & Firm History

NE

12/22/2021 - Present

TLG Advisors, Inc. (Lincoln NE)

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Licenses & Designations

IA

Issued 12/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Thomas.
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