Daniel
Nagel
Tsfg, LLC
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About this Advisor
Daniel Nagel is a financial advisor working in Lake Forest, Illinois with 8 years of industry experience. Nagel is an advisor for Tsfg, LLC. Their career trajectory has included roles at Tsfg, LLC (Dba: Ts Financial Group, LLC), Alchemy Advisors, LLC D/B/A Ts Financial Group, LLC and Lpl Financial, LLC. Nagel maintains 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 company operating out of Lake Forest, IL. It has offices in four locations and a total of 13 employees. It handles $577 million in assets across its 2,398 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,398 customer accounts, 41% belong to high-net-worth clients who have greater than $1 million in investable assets. Tsfg, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the type of services. Fee types billed by Tsfg, LLC likely are comprised 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
Daniel Nagel Work History
Daniel has been registered as a financial advisor for 8 years.*
Tsfg, LLC (Dba: Ts Financial Group, LLC)
Alchemy Advisors, LLC D/B/A Ts Financial Group, LLC
Lpl Financial, 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 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
Elgin, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
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