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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · Pershing · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2018
- Office Locations
- 2
Office Locations
About TAG Wealth Advisors
TAG Wealth Advisors (Transition Advisory) is a Minnesota-based RIA focused on retirement planning, including Social Security claiming guidance and risk profiling. The team provides financial planning, portfolio construction and asset management, tax and estate/legacy planning, and insurance/annuity solutions for individuals and business owners/entrepreneurs. Uses a proprietary “Color of Money” risk analysis score to align portfolios with client risk preferences, and works with major custodians such as Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN LEONARD NELSON
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4454521
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM ELMER MCGUIRE
President
- CRD
- #1065834
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,372,142 | -- |
| Non-Discretionary | $23,352,020 | -- |
| Total | $35,724,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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