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Mason Marion McKinnie

TLG Advisors, Inc.

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About Mason Marion McKinnie

Mason Marion McKinnie is a financial advisor with over 19 years of experience in the industry. Mason is currently registered with TLG Advisors, Inc. in Rhode Island. Mason has previously worked at firms such as Principal Securities, Inc., UBS Financial Services Inc. and Piper Jaffray & Co. Mason has a Series 66, Series 7 and SIE license. Mason specializes in retirement planning, college savings, investment management, and estate planning.

Firm Information

Mason McKinnie 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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Mason McKinnie’s Registration & Firm History

CO

07/25/2024 - Present

TLG Advisors, Inc. (LITTLETON CO)

IA

06/04/2007 - 05/21/2024

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

IA

08/12/2006 - 04/12/2007

UBS FINANCIAL SERVICES INC. (WEST DES MOINES IA)

IA

02/07/2005 - 08/12/2006

PIPER JAFFRAY & CO. (WEST DES MOINES IA)

MN

09/24/2004 - 10/11/2004

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Marion McKinnie.
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