AI
CFP
AI
CFP

Andrew Glenn Insley

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

475 Springfield Ave, Suite 1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an insurance agent with Relation Insurance Services since 2021, dedicating nearly full-time hours to selling insurance. He is also an IAR Rep with TLG Advisors Inc since 2023, spending a few hours per week on this investment-related role.

Employment History
Current Registrations
The Leaders Group, INC.
March 2023 - Present · 2 yrs 11 mos
Tlg Advisors, INC.
March 2023 - Present · 2 yrs 11 mos
The Leaders Group, INC.Broker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Kestra Advisory Services, LLC
February 2023 - March 2023 · 1 mo
Kestra Investment Services, LLCBroker
February 2023 - March 2023 · 1 mo
Tlg Advisors, INC.
August 2020 - January 2023 · 2 yrs 5 mos
The Leaders Group, INC.Broker
July 2020 - January 2023 · 2 yrs 6 mos
State Registrations4 states
DEFLMDPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.