Daniel
Nagel

Tsfg, LLC

CRD#1861282
Investment Advisor
in Lake Forest, IL

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About this Advisor

Daniel Nagel is a financial advisor based in Lake Forest, Illinois, working with Tsfg, LLC. Daniel has previously held positions at Tsfg, LLC (Dba: Ts Financial Group, LLC), Alchemy Advisors, LLC D/B/A Ts Financial Group, LLC, and Lpl Financial, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Daniel is part of Tsfg, LLC, which operates out of Lake Forest, Illinois. The firm has 4 offices and 15 employees. The firm manages assets totaling $649.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Tsfg, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1052 N Western Avenue
Lake Forest, IL 60045

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Tsfg, LLC Brokerage Details

Total Assets Under Management

$649,059,636

IL Average: $6,674,516,078
Total Number of Employees

15

IL Average: 44
Total Number of Accounts

2,440

IL Average: 2,564
Average Account Size

$266,008

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Daniel Nagel Work History

2015 - Present (9 years)

Tsfg, LLC (Dba: Ts Financial Group, LLC)

2015 - Present (9 years)

Alchemy Advisors, LLC D/B/A Ts Financial Group, LLC

2004 - Present (20 years)

Lpl Financial, LLC

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Disclosures

Please visit the SEC profile of Daniel Nagel 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

Michael Nagel
Lake Forest, IL
Christopher Hassell
Lake Forest, IL
Michael Schremser
Elgin, IL
Daniel Bouska
Lake Forest, IL
Jeffrey Feinendegen
Lake Forest, IL
Daniel Nagel
Lake Forest, IL
Michael Gibbons
Lake Forest, IL
John Hennessey
Lake Forest, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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