Unclaimed Profile

Daniel Mark Nagel

TSFG, LLC·LAKE FOREST, Illinois

Clean recordTSFG, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Mark Nagel is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with TSFG, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TSFG, LLC

AUM

$649M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TSFG, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1861282

Firm CRD# 172555

View on FINRA BrokerCheck →

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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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