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Donald Edward Garlikov

TLG Advisors, Inc.

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About Donald Edward Garlikov

Donald Garlikov is an investment advisor representative with TLG Advisors, Inc. and Garlikov Advisors Inc. based in Columbus, Ohio. Donald has been in the financial services industry since 1972 and has a wide range of experience in the industry. Donald is registered with FINRA and has a Series 7TO, Series 63, Series 1, and Series 26 licenses. Donald works with individuals, businesses, and charitable organizations.

Firm Information

Donald Garlikov 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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Donald Garlikov’s Registration & Firm History

OH

03/13/2018 - Present

TLG Advisors, Inc. (COLUMBUS OH)

OH

01/25/2013 - 02/23/2018

M HOLDINGS SECURITIES, INC. (COLUMBUS OH)

OH

02/10/1997 - 01/28/2013

GA FINANCIAL, INC. (COLUMBUS OH)

MA

01/07/1997 - 04/02/1997

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

05/20/1987 - 12/31/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

12/26/1986 - 05/27/1987

FEDERATION FOR FINANCIAL INDEPENDENCE, INC.

NA

09/25/1986 - 01/08/1987

OGILVIE & TAYLOR SECURITIES CORPORATION

NA

06/28/1973 - 10/03/1986

PHOENIX EQUITY PLANNING CORPORATION

NA

07/03/1972 - 03/26/1973

INSURANCE FUNDING AGENCE INC

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Licenses & Designations

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Edward Garlikov.
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