Matthew Joseph Cawley
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.Nov 2025 to now
- The Leaders Group IncNov 2025 to now
- Peak Pro FinancialSep 2025 to now
- Cherokee Trail High SchoolJul 2022 to now
- Lincoln Park Capital LLCSep 2024 to Jul 2025
- Cornell CapitalJul 2024 to Sep 2025
- Eide Bailly Advisors, LLC.Oct 2022 to Sep 2024
- Eide Bailly Financial ServicesOct 2022 to Sep 2024
- United Planners Financial ServicesOct 2022 to Jul 2023
- Foreside Fund Services, LLCSep 2021 to Oct 2022
- Build Asset Management, LLCJan 2020 to Apr 2022
- Mutual of OmahaMar 2017 to Jan 2020
- Imst Distributors, LLCAug 2016 to Mar 2017
- 361 Capital LLCJul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5886502
- Firm CRD
- 111052