David Alan Soczek
Investment adviser representative at Tlg Advisors, Inc.
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Tlg Advisors, Inc.Feb 2025 to now
- The Leaders Group IncFeb 2025 to now
- National Benefits Group, LLCDec 2004 to now
- Concourse Financial Group Securities (fka Proequities, Inc.)May 2006 to Jan 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2316655
- Firm CRD
- 111052