DG
Donald E. Garlikov
GARLIKOV ADVISORS
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 217998
DG
Professional summary
Donald Edward Garlikov, who also goes by Don Garlikov, is a registered financial advisor currently at GARLIKOV ADVISORS INC located in Columbus, Ohio and TLG ADVISORS, INC. located in Columbus, Ohio.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Donald has worked at 10 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Garlikov
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.) GARLIKOV & ASSOCIATES INC - SINCE 1/1/1978 - 41 S HIGH STREET, SUITE 3400, COLUMBUS, OH 43215 - OWNER/CHAIRMAN, VARIABLE AND NON-VARIABLE LIFE INSURANCE SALES-LTC & DISABILITY, INV REL, INS BSN, 40+ HRS/WK. 2.) GARLIKOV ADVISORS INC - SINCE 12/1/2009 - 41 S HIGH STREET, SUITE 3400, COLUMBUS, OH, 43215 - PRESIDENT, SEC REGISTERED INVESTMENT ADVISER, INV REL, 20+ HRS/WK. 3.) PREMIER BROKERAGE - SINCE 1/1/2018 - 41 S HIGH STREET, SUITE 3400, COLUMBUS, OH 43215 - AGENT, RELATIONSHIP FOR A POLICY WHERE COMMISSIONS ARE RECEIVED THROUGH ZURICH, INV REL, 0 HRS/WK. 4.) GARLIKOV COMPANIES - MARKETING NAME FOR GARLIKOV ADVISORS AND GARLIKOV & ASSOCIATES SINCE 1/1/1978 4.) TLG ADVISORS, INC. - SINCE 03/12/2018 - 26 W DRY CREEK CR., STE. 575 - LITTLETON, CO 80120 - INV REL - IAR BSN - IAR REP - DEVOTE APPROX: 10-15 HRS P/WK. 5.) BIOSIG TECHNOLOGIES, INC. - 3/1/2025 - 12424 Wilshire Blvd Ste 745, Los Angeles, CA 90025 - Consultant, Consultant performing business development services for BioSig,10 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Donald Edward Garlikov'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
December 8, 2009 - Present
GARLIKOV ADVISORS INC
Office #1: 41 S High St Ste 3400, Columbus, OH 43215RIA
CRD#: 112352
Columbus, OH
Current
March 13, 2018 - Present
TLG ADVISORS, INC.
Office #1: 41 S High Street, Suite 3400, Columbus, OH 43215RIA
CRD#: 111052
Columbus, OH
Current
February 23, 2018 - Present
THE LEADERS GROUP, INC.
Office #1: 41 S High Street Suite 3400, Columbus, OH 43215BD
CRD#: 37157
Columbus, OH
Past
January 25, 2013 - February 23, 2018
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
COLUMBUS, OH
Past
February 10, 1997 - January 28, 2013
GA FINANCIAL, INC.
BD
CRD#: 42293
COLUMBUS, OH
Past
January 7, 1997 - April 2, 1997
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
May 20, 1987 - December 31, 1996
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
December 26, 1986 - May 27, 1987
FEDERATION FOR FINANCIAL INDEPENDENCE
BD
CRD#: 13355
Past
September 25, 1986 - January 8, 1987
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
Past
June 28, 1973 - October 3, 1986
VP DISTRIBUTORS LLC
BD
CRD#: 3036
Past
July 3, 1972 - March 26, 1973
INSURANCE FUNDING AGENCE INC
BD
CRD#: 1000002
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
Arizona(2/23/2018)
RR
California(2/23/2018)
RR
Colorado(2/23/2018)
RR
Connecticut(2/23/2018)
RR
Florida(2/23/2018)
RR
Georgia(2/23/2018)
RR
Illinois(2/23/2018)
RR
Indiana(2/23/2018)
RR
Kentucky(2/23/2018)
RR
Massachusetts(2/23/2018)
RR
Michigan(4/4/2019)
RR
Missouri(2/23/2018)
RR
New Jersey(2/23/2018)
RR
New York(2/23/2018)
RR
North Carolina(1/3/2023)
IAR
Ohio(12/8/2009)
RR
Ohio(2/23/2018)
RR
Oklahoma(6/27/2018)
RR
Pennsylvania(2/23/2018)
RR
Texas(2/23/2018)
RR
Washington(2/23/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/24/1972
Registered Representative ExaminationPrincipal/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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
