Unclaimed Profile

Jeffrey P Feinendegen

TSFG, LLC·LAKE FOREST, Illinois

SIE, Series 7, Series 63, Series 66Clean record25 years registeredTSFG, LLC

1052 N WESTERN AVENUE, LAKE FOREST, IL 60045CRD# 4202523Firm CRD# 172555

Profile Verification

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

Identity

Jeffrey P Feinendegen · LAKE FOREST, IL

Registration

CRD #4202523 · TSFG, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2026 – present

TSFG, LLC

Feb 2015 – present

LPL FINANCIAL LLC

Feb 2004 – Sep 2016

LAKE FOREST, IL

CUNA BROKERAGE SERVICES, INC.

Jul 2001 – Feb 2004

VERNON HILLS, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 23, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Jeffrey P Feinendegen offer?

Jeffrey P Feinendegen specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Jeffrey P Feinendegen's credentials?

Jeffrey P Feinendegen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey P Feinendegen located?

Jeffrey P Feinendegen 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 Jeffrey P Feinendegen charge for services?

Jeffrey P Feinendegen'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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