Jared Paul Gostanczik
Investment adviser representative at Tlg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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.
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Bonsai Advisors LLCFeb 2026 to now
- Bonsai LLCSep 2024 to now
- Tlg Advisors, Inc.Apr 2022 to now
- The Leaders Group IncApr 2022 to Jul 2026
- Polish Falcons of AmericaMar 2022 to Aug 2024
- The Leaders Group, Inc.Sep 2019 to Dec 2021
- Sons of NorwayAug 2019 to Oct 2021
- UnemployedJun 2019 to Aug 2019
- Gradient Securities, LLCJan 2019 to Jun 2019
- Gradient Advisors, LLCJul 2018 to Jun 2019
- AXA Advisors, LLCJun 2017 to Jun 2018
- UnemployedMay 2017 to Jun 2017
- Farmers InsuranceMar 2017 to May 2017
- UnemployedMar 2016 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
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
- 3021119
- Firm CRD
- 111052