Lana K Bergstein
Investment adviser representative at Tlg Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
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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
18 years in the industry.
- Tlg Advisors, Inc.Aug 2024 to now
- The Leaders Group IncAug 2024 to now
- Sali Fund ServicesJan 2024 to now
- UnemployedAug 2023 to Jan 2024
- Dimensional Fund Advisors LPFeb 2008 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3196530
- Firm CRD
- 111052