Unclaimed Profile

Daniel Mark Nagel

TSFG, LLC·LAKE FOREST, Illinois

SIE, Series 6, Series 7, Series 63, Series 6525 years registeredTSFG, LLC

1052 N WESTERN AVENUE, LAKE FOREST, IL 60045CRD# 1861282Firm CRD# 172555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Mark Nagel · LAKE FOREST, IL

Registration

CRD #1861282 · TSFG, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2025 – present

TSFG, LLC

Feb 2015 – present

LPL FINANCIAL LLC

Feb 2004 – Sep 2016

LAKE FOREST, IL

CUNA BROKERAGE SERVICES, INC.

Jun 2001 – Feb 2004

VERNON HILLS, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 6, 2001

Years registered · 25

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TSFG, LLC

CRD 172555 · SEC 801-99339

AUM

$649M

Regulatory assets under management

Employees

2,440 client accounts

Services offered by TSFG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TSFG, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Mark Nagel offer?

Daniel Mark Nagel specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Daniel Mark Nagel's credentials?

Daniel Mark Nagel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Mark Nagel located?

Daniel Mark Nagel is based in LAKE FOREST, Illinois, working with TSFG, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Daniel Mark Nagel charge for services?

Daniel Mark Nagel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TSFG, LLC?

TSFG, LLC has approximately 18 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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