Unclaimed Profile

David R (mi Only) Wickersham

TLG ADVISORS, INC.·LITTLETON, Colorado

SIE, Series 3, Series 4, Series 6, Series 7, Series 8, Series 22, Series 24, Series 27, Series 53, Series 63, Series 65Clean record23 years registeredTLG ADVISORS, INC.

26 WEST DRY CREEK CIRCLE, LITTLETON, CO 80120CRD# 716502Firm CRD# 111052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David R (mi Only) Wickersham · LITTLETON, CO

Registration

CRD #716502 · TLG ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TLG ADVISORS, INC.

TLG ADVISORS, INC.

Oct 2002 – Jun 2021

Littleton, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 8

Series 22

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · October 31, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TLG ADVISORS, INC.

CRD 111052 · SEC 801-60458

AUM

$1.7B

Regulatory assets under management

Employees

264

5,935 client accounts

Services offered by TLG ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TLG ADVISORS, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LITTLETON?

Browse all registered financial advisors in LITTLETON, Colorado or claim this profile if it's yours.

Browse LITTLETON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David R (mi Only) Wickersham offer?

David R (mi Only) Wickersham specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David R (mi Only) Wickersham's credentials?

David R (mi Only) Wickersham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David R (mi Only) Wickersham located?

David R (mi Only) Wickersham is based in LITTLETON, Colorado, last registered with TLG ADVISORS, INC..

How does David R (mi Only) Wickersham charge for services?

David R (mi Only) Wickersham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TLG ADVISORS, INC.?

TLG ADVISORS, INC. has approximately 264 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →