Michael David Westerfield
Investment adviser representative at Tlg Advisors, Inc.
21 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Michael David Westerfield? 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
21 years in the industry.
- Tlg Advisors, Inc.Sep 2019 to now
- The Insurance PartnersSep 2019 to now
- The Leaders Group, Inc.Sep 2019 to now
- MML Investors Services, LLCMar 2017 to Sep 2019
- Massmutual Life Insurance CompanyJul 2016 to Sep 2019
- Metlife Securities, Inc.Jan 2005 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 4900861
- Firm CRD
- 111052