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Eugene Clair Wolfe

TLG Advisors, Inc.

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About Eugene Clair Wolfe

Eugene Clair Wolfe has been a registered investment advisor for over 30 years. Eugene has experience in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. He has held several positions at various firms throughout his career, including TLG Advisors, Inc., The Leaders Group, Inc., and NFP Securities, Inc. Eugene is currently registered with the state of Minnesota as an investment advisor representative.

Firm Information

Eugene Wolfe 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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Eugene Wolfe’s Registration & Firm History

MN

01/02/2014 - Present

TLG Advisors, Inc. (DULUTH MN)

CO

02/02/2010 - 10/03/2011

THE LEADERS GROUP, INC. (LITTLETON CO)

MN

02/05/2007 - 02/01/2010

NFP SECURITIES, INC. (DULUTH MN)

MN

10/31/2005 - 02/28/2007

AIG FINANCIAL ADVISORS, INC. (DULUTH MN)

AZ

03/14/2003 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NJ

03/11/2002 - 11/05/2002

NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)

MN

09/07/1991 - 02/15/2001

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

07/24/1989 - 07/26/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/24/1989 - 07/26/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CT

12/26/1986 - 12/13/1988

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

NA

07/03/1986 - 12/21/1987

AMEV INVESTORS, INC.

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Licenses & Designations

IA

Issued 11/14/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene Clair Wolfe.
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