UBS Financial Services
47yrs
Top 1% by experience in Louisville
13yrs
Thomas Carpenter
Financial advisor at TLG Advisors
Thomas Carpenter has worked in the financial industry for 13 years and is a financial advisor based in Louisville, Kentucky. After nine years at L.M. Kohn & Company and two years at Fifth Third Securities, Thomas joined TLG Advisors in 2025, a firm offering financial planning, investment management, and private fund management. Thomas holds the CFA designation.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office4500 Bowling Blvd, Suite 100, Louisville, KY 40207
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowTLG Advisors, Inc.Current firm
- 2016 – 2025L.M. Kohn & CompanyPreviously
- 2013 – 2016Fifth Third Securities, Inc.Previously
Contact Thomas
(888) 371-0013Firm headquarters in Summit, NJ. Ask for Thomas. 4500 Bowling Blvd, Suite 100Louisville, KY 40207Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call TLG Advisors at (888) 371-0013 and ask for Thomas Carpenter. Thomas works from the Louisville, KY office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Thomas hold?
Series 63. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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