Unclaimed
Dean Knieps is a financial advisor with TLG Advisors, Inc., a firm that manages between $1 billion and $10 billion in assets. Dean has been in the financial industry since February 2016 and is registered to provide investment advisory services in Arizona, Florida, Illinois, Indiana, Iowa, New York, Pennsylvania, Tennessee, and Texas. Dean also holds Series 6, 7, 63, and 66 licenses. Prior to joining TLG Advisors, Inc., Dean worked at MML INVESTORS SERVICES, LLC. Dean specializes in working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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
CO
07/07/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
02/11/2016 - 06/29/2020
MML INVESTORS SERVICES, LLC (Chicago IL)
BOTH
Issued 08/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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