Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bryan Setzler is a financial advisor with over 30 years of experience in the industry. John is currently registered with TLG Advisors, Inc. and has previously held positions with Ameritas Investment Company, LLC, Carillon Investments, Inc., Investment Management & Research, Inc and Lutheran Brotherhood Securities Corp. John is a Series 6, 7, 63, and 65 licensed advisor and is also a Registered Investment Advisor. John is also the owner of several other businesses including: Premier Planning Group NC, LLC, Optimus Life Designs, and LifeBridge. John is a specialist in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses and pooled investment vehicles.
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
NC
11/09/2020 - Present
TLG Advisors, Inc. (Hickory NC)
NC
06/30/2006 - 11/06/2020
AMERITAS INVESTMENT COMPANY, LLC (HICKORY NC)
NC
10/01/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (HICKORY NC)
FL
01/31/1995 - 10/01/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
OH
07/02/1990 - 01/30/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MN
01/03/1990 - 06/15/1990
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 03/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Setzler is the right advisor for you? Invested Better is here to help.
