David Dai Ping
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 2025 to now
- The Leaders Group IncAug 2025 to now
- Insurance Partner SolutionsApr 2025 to now
- Panorama Insurance AdvisorsNov 2019 to now
- Equitable Advisors, LLCSep 2017 to Aug 2025
- AXA Advisors, LLCSep 2017 to Jun 2020
- Northwestern Mutual Wealth Management CompanyJan 2016 to Aug 2017
- Northwestern Mutual Investment Services, LLC.Jul 2015 to Aug 2017
- Northwestern Mutual Life Insurance CompanyDec 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 5628157
- Firm CRD
- 111052