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David R (mi Only) Wickersham

TLG ADVISORS, INC.·LITTLETON, Colorado
Unclaimed Profile
26 WEST DRY CREEK CIRCLE, LITTLETON, CO 80120CRD# 716502Firm CRD# 111052
01

About

David R (mi Only) Wickersham is a registered financial advisor based in LITTLETON, Colorado, affiliated with TLG ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TLG ADVISORS, INC.
TLG ADVISORS, INC.
AUM
$1.7B
Regulatory assets under management
Employees
264
Total firm employees
Services
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 716502
Firm CRD# 111052
4 disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in LITTLETON, Colorado for a consultation.
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, working with TLG ADVISORS, INC.. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.
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.
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