Grant Morgan
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Grant Morgan is an investment adviser representative with TLG Advisors, Inc. in Fargo, ND, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Dakota.
Registrations & licenses
- Investment adviser:
- North Dakota
- Broker:
4 states and territories
Arizona, Iowa, Minnesota, North Dakota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ScheelsJan 2019 – Jul 2019Fargo, ND
- Custom Graphics IncJun 2020 – Feb 2021Fargo, ND
- Fellowship of Christian AthletesJan 2018 – May 2020Fargo, ND
- College StudentAug 2013 – Dec 2017Fargo, ND
- Thrivent Investment Managment IncJan 2021 – Oct 2023Fargo, ND
- Thrivent FinancialFeb 2021 – Jun 2021Appleton, WI
- Thrivent FinancialJun 2021 – Oct 2023Appleton, WI
- Choice Insurance, A Vizance CompanyOct 2024 – no end date reportedFargo, ND
- Choice InsuranceNov 2023 – Sep 2024Fargo, ND
- The Leaders Group IncJul 2025 – no end date reportedSummit, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TLG Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Starlight Portfolios - $0 to $1,000,0000.68%
- Starlight Portfolios - Over $1,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 313
- Offices listed on AdvisorFinder:
- 79
- Main office:
- Summit, NJ
- SEC file number:
- 801-60458
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at TLG Advisors, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Grant Morgan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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