Patrick Heewoong Kim
Investment adviser representative at Tlg Advisors, Inc.
10 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
10 years in the industry.
- Tlg Advisors, Inc.Jan 2025 to now
- Emp Financial Network IncJan 2021 to now
- Ameritas Advisory Services, LLCNov 2021 to Jun 2024
- Ameritas Invesment Company, LLCMay 2021 to Jun 2024
- Ameritas Life Insurance CompanyMay 2021 to Jun 2024
- Crown Capital Securities LPJun 2020 to Apr 2021
- Fit Planning Group, Coo/vpJun 2020 to Apr 2021
- W&s Brokerage ServiceJun 2016 to Mar 2020
- Western and Southern LifeMay 2016 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2341092
- Firm CRD
- 111052