Daniel
Fitzgerald
Sgl Financial, LLC
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About this Advisor
Daniel Fitzgerald is a financial advisor based in Buffalo Grove, Illinois, working with Sgl Financial, LLC. Daniel has previously held positions at Horace Mann Investors, Inc, Allstate Insurance Co, Castle Insurance Group LLC, Treetops Financial Services, Inc, Castle Insurance Group, Sgl Financial, and Horace Mann. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Daniel is part of Sgl Financial, LLC, which operates out of Buffalo Grove, Illinois. The firm has 6 offices and 19 employees. The firm manages assets totaling $214.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sgl Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sgl Financial, LLC Brokerage Details
$214,042,234
19
1,524
$140,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Fitzgerald Work History
Sgl Financial LLC
Sgl Fianancial
Castle Insurance Group
Treetops Financial Services, Inc
Allstate Insurance Co
Castle Insurance Group LLC
Horace Mann Investors, Inc
Horace Mann
Disclosures
Please visit the SEC profile of Daniel Fitzgerald 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 Sgl Financial, LLC
Buffalo Grove, IL
Buffalo Grove, IL
Lewes, DE
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
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