Karen Marie Creel
Investment adviser representative at Tlg Advisors, Inc.
14 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
14 years in the industry.
- Aurelia Private OfficeMay 2026 to now
- Tlg Advisors, Inc.Mar 2025 to now
- The Leaders Group IncAug 2024 to now
- SequentMar 2024 to Apr 2026
- Rockefeller Financial LLCMay 2023 to Feb 2024
- First Republic Securities Company, LLCJan 2017 to May 2023
- Metlife Inv Dist CoNov 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5766299
- Firm CRD
- 111052