Frank Hirsch

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

• 09/2011 → 09/2020
  Jr Katz
  Northbrook, IL
• 04/2015 → 09/2020
  Nfp Advisor Services, Llc
  Austin, TX
• 09/2020 → 12/2022
  Lion Street Financial
  Northbrook, IL
• 09/2020 → 12/2022
  Lion Street Advisors
  Northbrook, IL
• 12/2022 → 02/2025
  Kestra Investment Services, Llc
  Phoenix, AZ
• 12/2022 → 02/2025
  Kestra Advisory Services, Llc
  Phoenix, AZ
• 02/2025 → Present
  The Leaders Group Inc
  Littleton, CO
• 01/2023 → Present
  Wealthpoint Llc
  Northbrook, IL

Previous Registrations

• 2023-01-03 → 2025-02-18
  Kestra Advisory Services, Llc
  Phoenix, AZ
  Austin, TX
  Northbrook, IL
• 2020-09-23 → 2022-12-31
  Lion Street Advisors, Llc
  Northbrook, IL
  Austin, TX
• 2019-10-15 → 2020-09-23
  Kestra Advisory Services, Llc
  Northbrook, IL
  Austin, TX

Other Businesses

1.) WEALTHPOINT - 1/2/2023 - 5 Revere Drive, Suite 200, Northbrook, IL 60062 - Insurance Producer, Sell insurance policies, Invt Rel, Insurance business, 160 hrs/mo; 80 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/10/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-07
• S63 Uniform Securities Agent State Law Examination
  2015-05-06

Other Names

• Frank Andrew Hirsch
• Frank Andrew Hirsch