Who is Lyle Wolberg (CRD#: 2348402)?Everything you need to know about Lyle Wolberg and their accolades
At Telemus Capital, Lyle Wolberg, CFP®, serves as CEO and Senior Financial Advisor, offering high net-worth clients specialized and advanced financial life counseling.
Lyle, one of Telemus’ founding partners, is in charge of managing some of the company’s most important relationships. Lyle has more than 27 years of expertise in the financial services sector spanning all elements of financial wealth planning and investment management as a former Financial Advisor at Merrill Lynch and Senior Vice President-Investments at UBS Financial Services.
Lyle, a University of Michigan alumnus, has been selected as one of Forbes’ Best-in-State Wealth Advisors and Barron’s Top 1,200 Financial Advisors for the year 2022. Lyle is also a Certified Financial Planner. He is a trustee for the Children’s Foundation of Michigan, a member of the boards of directors of Sterling Bank and First Tee of Greater Detroit, and the co-founder and former president of the Berkley Educational Foundation.
In addition to being a skilled amateur golfer, Lyle enjoys taking his wife, three kids, and himself on vacations.
In this article, we will go deep into Lyle Wolberg’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.
About Telemus CapitalHistory, achievements, leadership, lawsuits, & disputes
With its primary office in Southfield, Michigan, Telemus Capital, LLC is an investment adviser with federal registration. No level of expertise or education is implied by registration as an investment adviser. Only those states in which Telemus Capital, LLC is registered or is eligible for an exemption or exclusion from registration requirements are those where it is allowed to conduct business. The only material available on Telemus Capital, LLC’s website is generic information about its advisory services and connections to extra resources, publications, and information about investments.
Therefore, no client or potential client of Telemus Capital, LLC should interpret the publication of Telemus Capital, LLC’s website on the Internet as Telemus Capital, LLC soliciting to effect, or attempting to effect, transactions in securities, or the provision of personalized investment advice for compensation, over the Internet. Any subsequent direct communication between Telemus Capital, LLC and a prospective client will be handled by a person who is either registered with the state in which the prospective client resides or who meets the requirements for an exemption or exclusion from registration.
The History of Telemus Capital
In 2005, Telemus was established as an independent, fee-based business that provides complete financial advising, investment management, and asset management services. For high-net-worth individuals and families, endowments and foundations, and certain institutions, we presently manage or provide advice on almost $3 billion in investment assets. Telemus was founded on the premise that our clients deserve a more creative approach than what was offered by conventional firms. Our founders firmly believed that there was an improved way to satisfy customer needs.
In 2013, Telemus joined the Focus Financial Partners (“Focus”) partner network. One of the top alliances of independent, fiduciary wealth management companies is Focus Financial Partners Inc. Focus gives its partner companies, which offer comprehensive wealth management services to individuals, families, businesses, and institutions, access to best practices, resources, and continuity planning.
Services Offered by Telemus Capital
Their mission is to enable their client to live a great and fulfilling life by utilizing their resources—wealth, time, influence, and skill.
They developed a comprehensive investing strategy that spans taxable individual accounts and company-sponsored 401(k) holdings, and they included alternative asset classes including direct lending and private real estate to improve the risk/return profile.
They implemented tax-saving measures to pay for future college costs. The basic services that are provided by the company are as follows:
- Financial Advisory
- Asset & Liability Management
- Investment Management
- Insurance & Risk Protection
- Virtual Family CFO Service
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Lyle Wolberg Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, and litigation against Lyle Wolberg
The brokerCheck report of Lyle Wolberg includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.
No disclosure has been mentioned about Lyle Wolberg.
FINRA’s BrokerCheck
individual_2348402.pdf (sec.gov)
SEC Litigations & Forms
Source: Lyle Wolberg – SEC Site Search Search Results
Lyle Wolberg Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Lyle Wolberg
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If Lyle Wolberg has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Lyle Wolberg which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Lyle Wolberg on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Lyle Wolberg Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Lyle Wolberg (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Lyle Wolberg using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Lyle Wolberg or any financial advisor.
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Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
- Portfolio management
- Pension consulting
- Selection of other advisors
- Publication of periodicals
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
- Portfolio management
- Portfolio assessment
Manages Assets Worth
- $46,803,858,104
Services
- Portfolio management
