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Gregory J. Hier
TLG ADVISORS
Port Aransas, TX
Some features on this profile are disabled
CRD#: 4168718
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Professional summary
Gregory James Hier, ChFC®, CLU® is a registered financial advisor currently at TLG ADVISORS, INC. located in Port Aransas, Texas and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gregory has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 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.) INGENIUM FINANCIAL, LLC - 02/13/2020 - 256 Nautilus, Port Aransas, TX 78373 - Owner/Agent/Planner/Engaging the public in the sale of insurance products and fee based financial planning, Invt Rel, Insurance Sales, 150 hrs/mo; 150 hrs/mo (during trading hours). 2.) ASH BROKERAGE - 04/01/2018 - 256 Nautilus, Port Aransas, TX 78373 - Agent, working with clients to place products through Ash Brokerage, Not Invt Rel, Fixed insurance sales, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) MILLENNIUM BROKERAGE GROUP - 04/01/2020 - 256 Nautilus, Port Aransas, TX 78373 - Agent, Working with clients to place products through MBG, Not INvt Rel, Fixed Insurance Sales, 25 hrs/mo; 25 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC - 3/23/2020 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) Crossroads Insurance Agency - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Referring agent, refer people to to Crossroads for their health insurance needs, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 6.) Ethos Technologies - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Lead referrer, I direct prospects to the Ethos for traditional insurance products, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 7.) Howe Insurance Group - 5608 Parkcrest Dr Ste 300, Austin, TX 78731 - Strategic Referral Partner, Receive referred leads and provide financial solutions for Howe Insurance Group clientele, P&C Agency, 20 hrs/mo; 16 hrs/mo (during trading hours). 8.) Peak Pro Financial - 12/2/21 -7979 E Tufts Avenue, Suite 1050, Denver, CO 80237 - Writing Agent, Market service to prospects, Fixed Insurance Broker, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 9.) Back 9 Insurance - 7/20/23 - 310N Westlake Blvd., Ste 240, Westlake Village, CA 91362 - Selling Agent, Market and sell product for placement, Insurance business, Not Invt Rel, 3 hrs/mo; 2 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Gregory James Hier'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
March 23, 2020 - Present
TLG ADVISORS, INC.
RIA
CRD#: 111052
Port Aransas, TX
Current
March 23, 2020 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
January 25, 2013 - March 27, 2020
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
Dripping Springs, TX
Past
March 24, 2008 - August 1, 2008
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
COLUMBUS, OH
Past
May 30, 2002 - March 27, 2020
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
Dripping Springs, TX
Past
January 17, 2001 - May 15, 2002
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
June 15, 2000 - January 18, 2001
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
COLUMBUS, OH
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
California(2/19/2021)
RR
Colorado(5/7/2020)
RR
Florida(3/1/2021)
RR
Texas(3/23/2020)
IAR
Texas(3/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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.
