JG
Jared P. Gostanczik
TLG ADVISORS
Boulder, CO 80301
Some features on this profile are disabled
CRD#: 3021119
JG
Professional summary
Jared Paul Gostanczik, CFP®, who also goes by Jared Paul Gostanczik, Jared Gostanczik, is a registered financial advisor currently at TLG ADVISORS, INC. located in Boulder, Colorado and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jared has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Paul Gostanczik | Jared Gostanczik
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.) LANDLORD - 6/1/06 - 2108 Grand Avenue S, Minneapolis, MN 55405 - Landlord, rent and maintain property, Not Invt Rel, Rental property, 1 hr/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/26/2022 - 475 Springfield Avenue, Summit, NJ- IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) BONSAI LLC - 9/1/2024 - 1630 30th Street, Suite A-227, Boulder, CO 80301- Sales, Overseeing internal sales, Not Invt Rel, 160 hrs/mo; 130 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jared Paul Gostanczik'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®
Experience
Current
April 26, 2022 - Present
TLG ADVISORS, INC.
Office #1: 1630 30th Street, Suite A227, Boulder, CO 80301RIA
CRD#: 111052
Boulder, CO
Current
April 26, 2022 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
September 5, 2019 - March 1, 2022
TLG ADVISORS, INC.
RIA
CRD#: 111052
Minneapolis, MN
Past
September 5, 2019 - December 31, 2021
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
January 11, 2019 - June 11, 2019
GRADIENT SECURITIES, LLC
BD
CRD#: 127701
ARDEN HILLS, MN
Past
July 20, 2018 - June 6, 2019
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Arden Hills, MN
Past
August 25, 2017 - July 11, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MINNEAPOLIS, MN
Past
June 28, 2017 - July 11, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MINNEAPOLIS, MN
Past
July 23, 2007 - June 29, 2017
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
November 15, 2004 - May 26, 2006
WADDELL & REED
BD
CRD#: 866
ARDEN HILLS, MN
Past
February 12, 2000 - November 18, 2002
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
September 2, 1998 - December 31, 1999
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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
Alaska(10/31/2024)
RR
Arkansas(10/31/2024)
RR
California(3/7/2025)
RR
Colorado(10/31/2024)
RR
Connecticut(10/31/2024)
RR
Delaware(10/31/2024)
RR
District of Columbia(10/31/2024)
RR
Idaho(10/31/2024)
RR
Illinois(10/31/2024)
RR
Indiana(10/31/2024)
RR
Iowa(10/31/2024)
RR
Kansas(10/31/2024)
RR
Kentucky(10/31/2024)
RR
Louisiana(10/31/2024)
RR
Maine(10/31/2024)
RR
Maryland(10/31/2024)
RR
Massachusetts(10/31/2024)
RR
Michigan(10/31/2024)
RR
Minnesota(4/26/2022)
IAR
Minnesota(4/26/2022)
RR
Mississippi(10/31/2024)
RR
Missouri(10/31/2024)
RR
Montana(10/31/2024)
RR
Nebraska(10/31/2024)
RR
Nevada(10/31/2024)
RR
New Hampshire(10/31/2024)
RR
New Jersey(10/31/2024)
RR
New Mexico(10/31/2024)
RR
New York(10/31/2024)
RR
North Carolina(3/7/2025)
RR
North Dakota(10/31/2024)
RR
Ohio(10/31/2024)
RR
Oklahoma(10/31/2024)
RR
Oregon(3/17/2025)
RR
Pennsylvania(10/31/2024)
RR
Rhode Island(10/31/2024)
RR
South Carolina(10/31/2024)
RR
South Dakota(10/31/2024)
RR
Tennessee(2/18/2025)
RR
Texas(10/31/2024)
RR
Utah(10/31/2024)
RR
Virginia(10/31/2024)
RR
West Virginia(10/31/2024)
RR
Wisconsin(10/31/2024)
RR
Wyoming(10/31/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/5/2001
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product 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
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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.
Company Information
TLG ADVISORS, INC.
CRD#: 111052Boulder, CO 80301TRUST BUT VERIFY
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