Clark W Newell

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

• 05/2014 → 05/2024
  Lincoln Financial Advisors
  Jacksonville, FL
• 05/2024 → Present
  Lincoln Financial
  Fort Wayne, IN
• 01/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2014-06-06 → 2024-05-02
  Osaic Fa, Inc.
  Jacksonville, FL
  Fort Wayne, IN
  Jacksonville, FL
  Fort Wayne, IN
  Jacksonville, FL
• 2008-09-23 → 2013-10-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Charlotte, NC
• 2005-12-20 → 2008-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1.) LINCOLN FINANCIAL - 5/12/2014 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Education & sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS - 1/14/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2005-12-16

Other Names

• Clark Wesley Newell