John Mitchell Moreno

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

• 08/2000 → 09/2017
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 08/2000 → 09/2017
  Cuna Mutual Group
  Waverly, IA
• 09/2017 → 10/2017
  Unemloyed
  Phoenix, AZ
• 11/2017 → 06/2025
  J Alden Associates Inc
  Jenkintown, PA
• 10/2017 → Present
  Newcleus
  Yardley, PA
• 06/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 06/2025 → Present
  Index Fund Advisors
  Grosse Pointe Farms, MI
• 06/2025 → Present
  My Financial Coach
  Grosse Pointe Farms, MI

Previous Registrations

• 2022-08-04 → 2025-06-10
  Alden Investment Group
  Wayne, PA
  Gross Point Farms, MI
• 2001-08-13 → 2017-09-20
  Cuna Brokerage Services, Inc.
  Madison, WI
  Phoenix, AZ
  Madison, WI
  Glendale, AZ
  Waverly, IA
  Madison, WI
  Grosse Pointe Farms, MI

Other Businesses

1.) NEWCLEUS - 10/1/2017 - 19 W College Avenue, Suite 500, Yardley, PA 19067 - Sales, Sales, Invt Rel, IMO, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEX FUND ADVISORS - 6/7/25 - 171 Lewiston Road, Grosse Pointe Farm, MI 48236 - Solicitor, Introduction to credit union clients with specific investment management needs, Invt Rel, Invt advisory services, 2/0. 3.) MY FINANCIAL COACH - 4/28/2026 - 171 Lewiston Road, Grosse Pointe Farm, MI 48236 - Introductory referral/Lead Generation, Introduce financial planning services to existing executives of client sponsors, Revenue share on investments/structures placed under relationship, introduction to executives of credit unions, Invt Rel, 3rd Party financial planning services, 5 hrs/mo; 5 hrs/mo (during trading hours). 4.) UPDRADE - 12/1/2025 - 171 Lewiston Road, Grosse Pointe Farm, MI 48236 - Referral generation/sales, introduce firm/concept to credit unions with whom I have a relationship, Not Invt Rel, Lending fintech, 5 hrs/mo; 0 hrs/mo (during trading hours). 5.) 5K CONSULTING-CREDIT UNION STRATEGIC ADVISORY SERVICES - 4/10/2018 - 171 Lewiston Road, Grosse Pointe Farm, MI 48236 - Owner/Manager, Provide guidance & summary information to assist board with oversight of mgmt & organization, Not Invt Rel, Consulting to credit unions, 10 hrs/mo; 2 hrs/mo (during trading hours). 6.) TLG Advisors Inc. - 4/28/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2001-05-21
• S65 Uniform Investment Adviser Law Examination
  1999-07-06
• S63 Uniform Securities Agent State Law Examination
  1998-12-04