Lincoln, NE Pine Lake Road Office
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Tlg Advisors, Inc.
Enterprise
Firm-wide stats for Tlg Advisors, Inc.
About
TLG Advisors, Inc. serves a broad client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans through a network of independent investment advisor representatives and sub‑advisors.
The firm’s investment process centers on manager selection and ongoing monitoring, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios; many client accounts are managed through sub‑advisors and program platforms. TLG also offers a direct-to-consumer digital program, Starlight Portfolios, which allocates across six to 12 risk classes and three fund management styles based on a risk questionnaire, with quarterly portfolio reviews and tactical adjustments as market conditions dictate.
What distinguishes TLG from many peers is its web of corporate affiliations and interfirm relationships disclosed in the brochure: it is owned by Simplicity Financial Marketing Holdings, shares personnel and arrangements with The Leaders Group broker‑dealer, and identifies several affiliated RIAs, broker‑dealers and insurance entities. The brochure also notes that some advisors may be related to law firms or other financial firms, that the firm may select and compensate other advisors via referral or solicitor arrangements, and that it works with a range of institutional counterparties beyond typical retail clients.
Based on Tlg Advisors, Inc.
Expertise
Based on Tlg Advisors, Inc.
Location
2935 Pine Lake Road, Suite D
Lincoln NE 68516
Advisors at this office
3
Advisors at this office
Richard W
Series 65
Lincoln, NE
Tlg Advisors, Inc.
Richard Wall Jr. is a financial advisor at TLG Advisors, Inc. with a Series 65 credential and over two years of industry experience. He is also an attorney and owner of Richard J Wall Jr PC LLO, providing estate planning services. Additionally, he serves as trustee of the John Stone Trust Agreement and owns Cornhusker Financial Solutions, which refers clients for insurance and annuity products. 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, offering investment supervisory, portfolio management, and comprehensive financial and estate planning services.
Joshua C
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Joshua Curtis is an investment advisor at TLG Advisors, Inc. with 14 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Brokers Clearing House LTD, before becoming self-employed in 2019. Curtis is also the creator of the Portfolio Waterfall strategy, providing resources to financial professionals for its implementation. 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 manager selection, ongoing monitoring, and asset allocation-based portfolio construction.
Brian T
Series 63, Series 65
Lincoln, NE
Tlg Advisors, Inc.
Brian Thomas is an investment advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc. and Clarity Financial LLC. Outside of his advisory work, he serves as a worship leader at Horizons Community Church and performs live music at various venues. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers services ranging from portfolio management to financial planning and investment fiduciary services for ERISA-qualified retirement plans.
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