Steven David Schaumberger
Investment adviser representative at Tlg Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Steven David Schaumberger? Claim your profile
Contact this firm
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
12 years in the industry.
- Winged Keel GroupJul 2026 to now
- NfpMar 2022 to now
- Tlg Advisors, Inc.Apr 2021 to now
- The Leaders Group dba Simplicity InvestmentsJan 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2399728
- Firm CRD
- 111052