Seth W. Trickle

Financial advisor at Tlg Advisors, Inc. · Rolling Meadows, IL

Last updated 2026-10-10

Claim your profile

Seth W. Trickle is a financial advisor at Tlg Advisors, Inc. in Rolling Meadows, IL, CRD 5874656. Licenses and exams on the registration: Series 63, Series 66. First registered 2014-01-30.

Registration

CRD number
5874656
Registration status
Active
First registered
2014-01-30
Years of experience
12
States registered
FL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2014-08 to 2018-10 · Deawm Distributors, Inc · Chicago, IL
  • 2018-11 to 2019-01 · Unemployed · Chicago, IL
  • 2019-01 to 2021-09 · Griffin Capital Securities, LLC · Phoenix, AZ
  • 2021-09 to 2022-07 · Unemployed · Treasure Island, FL
  • 2022-08 to 2025-09 · Cps Financial & Insurance Services, Inc. · Irvine, CA
  • 2025-09 to Present · Gbs Insurance and Financial Services · Rolling Meadows, IL
  • 2025-12 to Present · The Leaders Group, Inc. · Summit, NJ
  • 2025-12 to Present · Tlg Advisors, Inc. · Summit, NJ

Current employment

SEC IAPD record for Seth W. Trickle

Tlg Advisors, Inc.

Regulatory AUM
$2,295,865,632
Registered advisors
300
Offices
246
Clients per advisor
17.2 (Low)
Average AUM per client
$444.8K (Low)
High-net-worth client ratio
5.8% (Low)

Tlg Advisors, Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Tlg Advisors, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency

Location

2850 Golf Road, Rolling Meadows, IL 60008

2 advisors at this office.

Tlg Advisors office in Rolling Meadows, IL

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Seth W. Trickle?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.