Stacy Tomlinson

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

• 03/2014 → 06/2018
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 03/2014 → 06/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2024 → Present
  Lincoln Financial
  Fort Wayne, IN
• 01/2026 → Present
  Simplicity Investments
  Summit, NJ
• 06/2018 → 05/2024
  Lincoln Financial Advisors, Inc
  Oconomowoc, WI

Previous Registrations

• 2018-06-25 → 2024-05-08
  Osaic Fa, Inc.
  Milwaukee, WI
  Fort Wayne, IN
  Wauwatosa, WI
  Wauwatosa, WI
  Fort Wayne, IN
  Fort Wayne, IN
  Oconomowoc, WI
• 2014-03-20 → 2018-06-04
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 2011-09-24 → 2014-01-02
  Russell Investments
  Milwaukee, WI

Other Businesses

1.) LINCOLN FINANCIAL - 6/1/2018 - 1301 S Harrison Street, Fort Wayne, IN 46802 - District Mgr/Lead Retirement Consultant, Sales, Invt Rel, Ins bus, 160 hrs/mo; 160 hrs/mo (during trading hours) 2.) TLG ADVISORS - 1/23/26 - 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
  2011-09-23
• S65 Uniform Investment Adviser Law Examination
  2005-09-20
• S63 Uniform Securities Agent State Law Examination
  2003-12-12

Other Names

• Stacy Jean Lyga
• Stacy Brueggen
• Stacy J Brueggen
• Stacy J Tomlinson