RC
Roy M. Cranman
TLG ADVISORS
Omaha, NE 68114
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CRD#: 1001510
RC
Professional summary
Roy Maurice Cranman is a registered financial advisor currently at TLG ADVISORS, INC. located in Omaha, Nebraska and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Roy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Roy has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 22, Series 2, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) CAPITAL CREATION & PROTECTION INC (dba WEALTH RISK MANAGEMENT) - 12/1/1993 - 275 Somerset Court Sandy Springs, GA 30350 - Owner & Broker, This is my business for fixed life, disability, LTC & group life, dental and ltd, I solicit sales make depostis, perform policy service, commissions based, work is done during normal business hours, Life, LTC, disability & group life, dental & ltd insurance sales, Not Invt Rel, 150+ hrs/mo; 150+ hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 3/3/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rep, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) GESTALT FINANCIAL GROUP - 11/10/2025 - 275 Somerset Court, Atlanta, GA 30350 - Recruiter, Creation of a producer group to promote the Portfolio Waterfall Strategy offered by TLG Advisors, Invt Rel, Insurance Business, 20 hrs/mo; 15 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Roy Maurice Cranman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 4, 2020 - Present
TLG ADVISORS, INC.
Office #1: 8420 W Dodge Road 5th Floor, Omaha, NE, 68114RIA
CRD#: 111052
Omaha, NE
Current
September 21, 2011 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
August 9, 2010 - September 6, 2011
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ATLANTA, GA
Past
June 19, 2007 - August 9, 2010
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
ALPHARETTA, GA
Past
April 21, 2005 - April 24, 2007
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATLANTA, GA
Past
April 6, 2005 - April 24, 2007
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ATLANTA, GA
Past
September 10, 2003 - April 13, 2005
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
ATLANTA, GA
Past
February 2, 2000 - April 13, 2005
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
August 2, 1993 - February 3, 2000
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
June 19, 1983 - February 21, 1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
Past
August 24, 1982 - August 2, 1993
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
February 8, 1982 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/29/2025)
RR
Georgia(9/21/2011)
IAR
Georgia(3/4/2020)
RR
North Carolina(7/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/26/1977
Non-Member General Securities ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TLG ADVISORS, INC.
CRD#: 111052Omaha, NE 68114TRUST BUT VERIFY
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