Wilfred Clay Haselton
Investment adviser representative at Tlg Advisors, Inc.
20 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
20 years in the industry.
- Tlg Advisors, Inc.Jan 2026 to now
- Simplicity InvestmentsJan 2026 to now
- Lincoln FinancialMay 2024 to now
- Lincoln Financial AdvisorsJun 2018 to May 2024
- Valic Financial AdvisorJun 2006 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 5059178
- Firm CRD
- 111052