Douglas Allan Santefort

Employer firm

Santefort Investment Group, LLC CRD 292727

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 04/2018
  Madison Avenue Securities, Inc
  Schererville, IN
• 03/2009 → 04/2018
  Madison Avenue Securities, Inc.
  Schererville, IN
• 01/2008 → Present
  Santefort Investment Group Llc
  Schererville, IN
• 02/2018 → Present
  Santefort Investment Group, Llc
  Schererville, IN

Previous Registrations

• 2009-03-25 → 2018-04-04
  Madison Avenue Securities, Llc
  Schererville, IN
  San Diego, CA
  Schererville, IN
• 2007-11-06 → 2009-03-25
  Madison Avenue Advisors, Inc.
  San Diego, CA
  Schererville, IN
• 2005-07-27 → 2007-11-08
  Raymond James & Associates, Inc.
  Munster, IN
  Munster, IN

Other Businesses

NAME OF BUSINESS: SANTEFORT INVESTMENT GROUP, LLC POSITION: OWNER (ACTIVE)/PRESIDENT/INSURANCE AGENT/PRODUCER NATURE: SALES OF LIFE/HEALTH INSURANCE, ANNUITIES, AND FINANCIAL PRODUCTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 01/01/2008 ADDRESS: SCHERERVILLE IN 46375 DESCRIPTION: SALES AND SERVICE OF LIFE/HEALTH INSURANCE, ANNUITIES AND FINANCIAL PRODUCTS. Elim Christian Services Foundation Boardl; Non-Investment Related' Board Member; Palos Heights, IL; Review Foundation activity; Approx 1 hour per month during non-trading hours; start 8, 2021.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-21

Other Names

• Doug Santefort