Mary C. Beckemeyer

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CRD#: 4381096

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Colleen Beckemeyer, CFP®, CLU®, who also goes by Mary Colleen Yeager, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 2001. Mary had worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mary Colleen Yeager

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.) FIRST ELEMENT INSURANCE PARTNERS - 2/1/2021 - 11433 Old Cabin Road, Suite 250, St Louis, MO 63141 - Risk management consultant, Assist with day to day operations, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) MEDICARE INSURANCE SALES - 10/7/2019 - 716 S Gore Avenue, Webster Groves, MO 63119 - Sales, Sell medicare plans, Not Invt Rel, Medicare sales business, 1 hr/mo; 0 hrs/mo (during trading hours). 3.) INDEPENDENT INSURANCE AGENT - 1/7/2021 - 11433 Olde Cabin Road, Suite 250, St Louis, MO, 63141 - Broker, Place life and LTC policies, Not Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 6/10/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CLU^®

Chartered Life Underwriter

Experience

Past

June 10, 2021 - December 31, 2023

TLG ADVISORS, INC.

RIA

CRD#: 111052

St Louis, MO

Past

June 10, 2021 - December 31, 2023

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

January 3, 2019 - January 29, 2021

ARBOR POINT ADVISORS

RIA

CRD#: 165127

CHESTERFIELD, MO

Past

January 3, 2019 - January 29, 2021

SECURITIES AMERICA, INC.

CRD#: 10205

CHESTERFIELD, MO

Past

January 31, 2014 - January 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHESTERFIELD, MO

Past

January 31, 2014 - January 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHESTERFIELD, MO

Past

May 31, 2001 - February 12, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CLAYTON, MO

Past

May 10, 2001 - February 12, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

CLAYTON, MO

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".

TLG ADVISORS, INC.

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/2005

General Securities Principal Examination

Current Firm

TLG ADVISORS, INC.

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)

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 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.

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Advisor Monitoring

Firm Stability Insights

Mary C. Beckemeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE LEADERS GROUP, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TLG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2001

Series 24

Date: 8/8/2005

Current Firm

TLG ADVISORS, INC.

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TLG ADVISORS, INC.

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