Daniel
Nagel
Tsfg, LLC
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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
Services Offered
Fee Structure
Office Location
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Tsfg, LLC Brokerage Details
$649,059,636
15
2,440
$266,008
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
Tsfg, LLC (Dba: Ts Financial Group, LLC)
Alchemy Advisors, LLC D/B/A Ts Financial Group, LLC
Lpl Financial, LLC
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
Lake Forest, IL
Lake Forest, IL
Elgin, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
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