Michael Thomas Petersen
Investment adviser representative at Tlg Advisors, Inc.
16 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
16 years in the industry.
- Tlg Advisors, Inc.Jan 2026 to now
- Howard InsuranceJan 2026 to now
- Simplicity InvestmentsJan 2026 to now
- Vdm WealthMay 2019 to now
- Osaic WealthJan 2024 to Jan 2026
- Woodbury Financial Services IncApr 2019 to Jan 2024
- Questar Asset ManagementNov 2018 to Apr 2019
- Questar Capital CorporationFeb 2011 to Apr 2019
- Allianz Life - the Annuity StoreSep 2010 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
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
- 3234104
- Firm CRD
- 111052