Thomas S Kaiser
Investment adviser representative at Tlg Advisors, Inc.
11 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
11 years in the industry.
- Tlg Advisors, Inc.Apr 2026 to now
- Jh Pierce Wealth ManagementJun 2024 to now
- Lundahl, Hatt, and Austad Tax Services Inc.Jul 2023 to Apr 2025
- UnemployedApr 2023 to Jul 2023
- Master Butler Inc.Mar 2021 to Mar 2023
- Aaa Kartak Glass & ClosetOct 2020 to Feb 2021
- South End MarketMar 2020 to Oct 2020
- UnemployedJan 2020 to Feb 2020
- Northwestern MutualMay 2018 to Dec 2019
- Bank of American ForkMay 2017 to Aug 2017
- Byu Traffic OfficeMay 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6949586
- Firm CRD
- 111052