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MP

Michael T. Petersen

TLG ADVISORS
El Dorado Hills, CA
Some features on this profile are disabled
CRD#: 3234104
MP

Professional summary

Michael Thomas Petersen, ChFC®, CLU®, who also goes by Michael T Petersen, Michael Thomas Petersen, Michael Petersen, is a registered financial advisor currently at TLG ADVISORS, INC. located in El Dorado Hills, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael T Petersen | Michael Thomas Petersen | Michael Petersen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Petersen'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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

January 12, 2026 - Present

TLG ADVISORS, INC.

RIA
CRD#: 111052
El Dorado Hills, CA
Current

January 12, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

January 19, 2024 - January 16, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
EL DORADO HILLS, CA
Past

January 19, 2024 - January 16, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
EL DORADO HILLS, CA
Past

April 26, 2019 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
EL DORADO HILLS, CA
Past

April 26, 2019 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
EL DORADO HILLS, CA
Past

November 8, 2018 - May 2, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
EL DORADO HILLS, CA
Past

March 31, 2011 - May 2, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
EL DORADO HILLS, CA
Past

February 20, 2008 - January 6, 2009

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

March 8, 2005 - December 31, 2007

UNDERWRITERS EQUITY CORPORATION

BD
CRD#: 36537
HARRISBURG, PA
Past

February 3, 2003 - December 19, 2003

IFMG SECURITIES, INC.

RIA
CRD#: 14416
MODESTO, CA
Past

August 21, 2002 - December 19, 2003

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

November 8, 2001 - August 19, 2002

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
SACRAMENTO, CA
Past

October 23, 2001 - August 19, 2002

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
GLENDALE, CA
Past

March 1, 2001 - November 1, 2001

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

December 21, 1999 - February 6, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 21, 1999 - February 6, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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

IAR
California
(1/12/2026)
RR
California
(1/15/2026)
RR
Maryland
(2/5/2026)
RR
Virginia
(1/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/14/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/24/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/20/1999
Investment Company Products/Variable Contracts Representative Examination
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#: 111052El Dorado Hills, CA

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