Christopher Branch Paulson
Investment adviser representative at Tlg Advisors, Inc.
10 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
10 years in the industry.
- Tlg Advisors, Inc.Jun 2021 to now
- The Leaders Group IncJun 2021 to now
- Advisors ResourceMay 2021 to now
- Orgel Wealth ManagementSep 2019 to Apr 2021
- Cri Securities, LLCAug 2017 to Aug 2019
- Minnesota Life Insurance Co.Aug 2017 to Aug 2019
- Fortune FinancialFeb 2016 to Aug 2019
- Securian Financial Services, Inc.Feb 2016 to Aug 2019
- Cri SecurititesFeb 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 5534329
- Firm CRD
- 111052