Benjamin Allen Schwarz

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 05/2022
  Valmark Securities, Inc.
  Akron, OH
• 08/2007 → 05/2017
  Full Time Student
  Akron / Stow, OH
• 01/2022 → Present
  1789 Wealth Strategies Llc
  Cuyahoga Falls, OH
• 06/2022 → Present
  The Leaders Group Inc
  Summit, NJ

Previous Registrations

• 2020-03-17 → 2022-05-26
  Valmark Advisers, Inc.
  Denver, CO

Other Businesses

1.) 1789 Wealth Strategies LLC - 1/7/2022 - 1730 10th. St., Cuyahoga Falls, OH 44221 - Insurance strategist, Solicit, consult & sell insurance, Not Invt Rel, Insurance business, 120 hrs/mo; 120 hrs/mo (during trading hours). 2.) TLG Advisors, Inc - 6/9/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) Photography Work - 6/1/2022 - Random locations - Photographer, taking photos of cars, I do automotive photography as a hobby and occasionally am paid, 10 hrs/mo; 0 hrs/mo (during trading hours). 4.) TYSERS LIVE - 11/15/2023 - 1730 10th Street, Cuyahoga Falls, OH 44221 - Insurance producer, Selling property & casualty based insurance contracts to athletes and teams and life and disability to individuals and businesses, Invt Rel, Insurance business, 50 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2020-03-16