Christopher
Sutherland
Tsfg, LLC
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About this Advisor
Christopher Sutherland is a certified financial planner operating out of Lake Forest, Illinois with 2 years of relevant experience. Sutherland is on the advisory team at Tsfg, LLC. Sutherland has gained experience at Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial, LLC and Tsfg, LLC. Sutherland holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Tsfg, LLC is an advisory business that has its headquarters in Lake Forest, IL. The investment advisory business has offices in four locations and a total of 13 employees. It has $577 million in assets under management among its 2,398 accounts, placing it among the larger firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,398 client accounts, 41% belong to high-net-worth individuals who have greater than $1 million in assets. Tsfg, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on which services are offered. Fees charged by Tsfg, LLC likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tsfg, LLC Brokerage Details
$577,279,547
13
2,398
$240,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Sutherland Work History
Christopher has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Tsfg, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Sutherland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tsfg, LLC
Elgin, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
