Manitowoc, WI Office

Team
Updated today

Client AUM

$639,411,822

Clients

2,334

Advisors

2

Of 30 advisors across 14 offices

Location

100 Maritime Dr, Ste 3 A

Manitowoc WI 54220

Advisors at this office

2

Advisors at this office

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Michael H

Series 63

Manitowoc, WI

TCFG Investment Advisors, LLC

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Options & derivatives strategies Active portfolio management General estate planning guidance
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Ryan B

Series 65

Manitowoc, WI

TCFG Investment Advisors, LLC

Ryan Brandon is a financial advisor at TCFG Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michael E Halla & Associates, Roncalli High School, Saint John's Prep School, Minnesota State University Moorhead, and Concordia University Wisconsin. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Options & derivatives strategies Active portfolio management General estate planning guidance
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