Grant Morgan
Investment adviser representative at Tlg Advisors, Inc.
13 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
13 years in the industry.
- Tlg Advisors, Inc.Aug 2025 to now
- The Leaders Group IncJul 2025 to now
- Choice Insurance, A Vizance CompanyOct 2024 to now
- Choice InsuranceNov 2023 to Sep 2024
- Thrivent FinancialFeb 2021 to Oct 2023
- Thrivent Investment Managment IncJan 2021 to Oct 2023
- Custom Graphics IncJun 2020 to Feb 2021
- ScheelsJan 2019 to Jul 2019
- Fellowship of Christian AthletesJan 2018 to May 2020
- College StudentAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 7322348
- Firm CRD
- 111052