James Ryan White
Investment adviser representative at Tlg Advisors, Inc.
16 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
16 years in the industry.
- Tlg Advisors, Inc.Feb 2026 to now
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- Aspen Creek Wealth ManagementJan 2025 to now
- Self-employedNov 2024 to now
- Ryan White Insurance dba Rwi Wealth StrategiesNov 2021 to now
- Tyler Wealth Management LLCJan 2024 to Nov 2024
- Fbl Marketing ServicesFeb 2015 to Nov 2021
- Indiana Farm Bureau InsuranceApr 2009 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6496776
- Firm CRD
- 111052