Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Gostanczik is an investment advisor representative with TLG Advisors, Inc. Jared has been in the financial services industry since 2000. Jared holds the Series 6, 7, 24, 55, 63 and 65 licenses. Jared has worked for several other firms including The Leaders Group, Inc., Gradient Securities, LLC, AXA Advisors, LLC, Foresters Equity Services, Inc., Waddell & Reed, Inc., and U.S. Bancorp Piper Jaffray Inc. Jared specializes in providing financial planning, portfolio management, and placement of institutional funds. Jared also provides educational seminars and selects other advisors for clients. Jared is registered to conduct business in Minnesota.
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
04/26/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
CO
09/05/2019 - 12/31/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
01/11/2019 - 06/11/2019
GRADIENT SECURITIES, LLC (ARDEN HILLS MN)
MN
06/28/2017 - 07/11/2018
AXA ADVISORS, LLC (MINNEAPOLIS MN)
CA
07/23/2007 - 06/29/2017
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
11/15/2004 - 05/26/2006
WADDELL & REED, INC. (ARDEN HILLS MN)
MN
02/12/2000 - 11/18/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
KS
09/02/1998 - 12/31/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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