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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-18
  • IN RA
    APPROVED
    Since 2026-02-18

Branch Locations

Noblesville, IN • United States

475 Springfield Ave, Summit, NJ 07901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Indiana Farm Bureau Insurance Noblesville IN 04/2009 06/2018
Fbl Marketing Services West Des Moines IA 02/2015 11/2021
Indiana Farm Bureau Insurance Kokomo IN 06/2018 11/2019
Indiana Farm Bureau Insurance Noblesville IN 11/2019 11/2021
Tyler Wealth Management Llc Southlake TX 01/2024 11/2024
Ryan White Insurance Dba Rwi Wealth Strategies Noblesville IN 11/2021 Present
Aspen Creek Wealth Management Southlake TX 01/2025 05/2025
Self-Employed Noblesville IN 11/2024 Present
Aspen Creek Wealth Management Southlake TX 05/2025 Present
The Leaders Group Dba Simplicity Investments Summit NJ 11/2025 Present
  • 04/2009 → 06/2018
    Indiana Farm Bureau Insurance
    Noblesville, IN
  • 02/2015 → 11/2021
    Fbl Marketing Services
    West Des Moines, IA
  • 06/2018 → 11/2019
    Indiana Farm Bureau Insurance
    Kokomo, IN
  • 11/2019 → 11/2021
    Indiana Farm Bureau Insurance
    Noblesville, IN
  • 01/2024 → 11/2024
    Tyler Wealth Management Llc
    Southlake, TX
  • 11/2021 → Present
    Ryan White Insurance Dba Rwi Wealth Strategies
    Noblesville, IN
  • 01/2025 → 05/2025
    Aspen Creek Wealth Management
    Southlake, TX
  • 11/2024 → Present
    Self-Employed
    Noblesville, IN
  • 05/2025 → Present
    Aspen Creek Wealth Management
    Southlake, TX
  • 11/2025 → Present
    The Leaders Group Dba Simplicity Investments
    Summit, NJ
Other Businesses

1.) ASPEN CREEK WEALTH MGMT - 11/1/2021 - 950 E State Hwy 114, Suite 160, Southlake, TX 76092 - IAR, Advise, Not Invt Rel, RA business, 0 hrs/mo; 80 hrs/mo (during trading hours). 2.) RYAN WHITE INSURANCE - 11/1/21 - 18975 Stonebluff Lane, Noblesville, IN 46062 - Owner, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) Independent Insurance Agent - 11/1/21 - 18975 Stonebluff Lane, Noblesville, IN 46062 - Insurance Agent, Advise, not Invt Rel, 0 hrs/mo; 80 hrs/mo (during trading hours). 4.) TLG Advisors Inc - 2/18/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-10
S65 Uniform Investment Adviser Law Examination 2024-12-24
  • S63 Uniform Securities Agent State Law Examination
    2026-02-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-24

View on SEC IAPD

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