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Edward W
Series 63
Indianapolis, IN
Tlg Advisors, Inc.
Edward Watko III is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at The Leaders Group Inc., M Holdings Securities, Inc., Pacific Mutual, and he also operates Mack Financial, an insurance and investment advisory business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.
William B
Series 63, Series 65
Indianapolis, IN
Tlg Advisors, Inc.
William Buckner is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M Holdings Securities and Mack Financial Group. Outside of his advisory role, Buckner serves on the boards of the Indiana University Foundation, the CRIPE Board of Directors, and as Chair of the Student Relations Committee on the Board of Trustees in Bloomington, Indiana. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.
Richard M
Series 63
Indianapolis, IN
Tlg Advisors, Inc.
Richard Mack is a financial advisor with TLG Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes positions at The Leaders Group Inc, M HOLDINGS SECURITIES, Inc., and Pacific Financial Companies. He is also president of Mack Financial Group Inc., a business he has led since 1980. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and program sponsors, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.
Stephen O
Series 63, Series 65
Indianapolis, IN
Tlg Advisors, Inc.
Stephen Orr is an investment advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Leaders Group Inc, Mack Financial, Allison Payment Systems LLC, and Domtar. Outside of his advisory role, Orr is involved in life insurance sales and marketing through Mack Financial and serves as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, and ERISA fiduciary services.
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