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AN

Alexander A. Nikolenko

TLG ADVISORS
Tarzana, CA 91356
Some features on this profile are disabled
CRD#: 3173647
AN

Professional summary


Alexander Andreyevich Nikolenko is a registered financial advisor currently at TLG ADVISORS, INC. located in Tarzana, California and THE LEADERS GROUP, INC. located in Tarzana, California.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Alexander has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.) ZEY FINANCIAL GROUP INC - 1/1/2015 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Insurance Agent/Financial Consultant, selling life/long term care/ disability ins products, traditional life, disability and LTC insurance sales, Not Invt Rel, 20 hrs/mo; 5 hrs/mo (during trading hours). 2.) PFR ADVISORS - 1/3/2000 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Agent, sales of traditional fixed insurance products (life, disability, LYC, group health), various outside fixed insurance business (Pacificare 2001 health insurance; Anthem Blue Cross 2003 health insurance; Mass Mutual 2003 group disability insurance; Aetna health insurance 2004; Health Net health insurance 2008; Standard of Oregon DI, Not Invt Rel, 4 hrs/mo;0 hrs/mo (during trading hours). 3.) AUBURN FINANCIAL INC - 1/1/2015 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Financial Consultant/Ins Agent, selling traditional life and long term care products, selling traditional life and long term care products, Not Invt Rel, 20 hrs/mo; 5 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 4/23/2012 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) TOTAL FINANCIAL - 1/1/2011 - 300 Corporate Pointe, Suite 250, Culver City, CA 90230 - Insurance agent, Place traditional life, LTC and DI insurance through them, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 6.) ALFA SOLUTIONS MANAGEMENT - 1/1/2022 - 2120 University Park Drive, Okemos, MI 48864 - Insurance agent, Place fixed annuity and LTC through them, Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 7.) LAN FINANCIAL SERVICES, INC - 10/15/2025 - 18801 Ventura Blvd, Ste 207, Tarzana, CA 91356 - Owner, Owner of the company working with individuals, Families and small businesses delivering solutions for health insurance, traditional life, disability and LTC, Not Invt Rel, Insurance Business, 10 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander Andreyevich Nikolenko's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 23, 2012 - Present

TLG ADVISORS, INC.

Office #1: 18801 Ventura Blvd Suite 207, Tarzana, CA 91356
RIA
CRD#: 111052
Tarzana, CA
Current

March 2, 2011 - Present

THE LEADERS GROUP, INC.

Office #1: 18801 Ventura Blvd Suite 207, Tarzana, CA 91356
BD
CRD#: 37157
Tarzana, CA
Past

April 25, 2000 - March 9, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LOS ANGELES, CA
Past

February 2, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 2, 1999 - March 9, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LOS ANGELES, CA

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
(7/9/2024)
RR
California
(3/2/2011)
IAR
California
(4/23/2012)
RR
Colorado
(9/13/2024)
RR
Georgia
(7/9/2012)
RR
Illinois
(4/22/2025)
RR
North Carolina
(2/8/2024)
RR
Ohio
(6/13/2022)
RR
Texas
(3/9/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TLG ADVISORS FORM ADV BROCHURE 2025 (3/30/2025)

Regulatory assets under management


Total Number of Accounts6,331
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#: 111052Tarzana, CA 91356

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