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Christopher Thomas Steffl

TLG Advisors, Inc.

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About Christopher Thomas Steffl

Christopher Steffl is a financial advisor at TLG Advisors, Inc. Christopher has over 20 years of experience in the financial services industry, specializing in providing financial advice to individuals, families, and businesses. Christopher's expertise includes retirement planning, investment management, college savings, insurance, and estate planning. Christopher is also active in the community and is a member of the Panora Chamber of Commerce.

Firm Information

Christopher Steffl 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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Christopher Steffl’s Registration & Firm History

IA

01/29/2024 - Present

TLG Advisors, Inc. (Panora IA)

MO

09/15/2021 - 04/20/2022

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

MO

07/24/2017 - 10/31/2019

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

MN

07/29/2011 - 08/20/2015

AMERITAS INVESTMENT CORP. (MINNEAPOLIS MN)

MN

07/02/2007 - 07/22/2011

FORTUNE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/06/2004 - 06/26/2007

AMERITAS INVESTMENT CORP. (MINNEAPOLIS MN)

NY

10/30/2001 - 04/25/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Thomas Steffl. Review regulatory record here.
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