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Michael R Nagel

Tsfg, LLC

Lake Forest, IL

CRD 7625294

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Employer firm

Tsfg, LLC CRD 172555

$643M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Tsfg, Llc

1052 N Western Avenue, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09

Branch Locations

1052 N Western Avenue, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Giordano's Chicago IL 09/2018 12/2022
Lettuce Entertain You Chicago IL 08/2015 08/2018
Depaul University Chicago IL 08/2015 08/2018
Lpl Financial Llc Lake Forest IL 01/2023 04/2024
Summer House Chicago IL 08/2016 08/2018
Tsfg, Llc Lake Forest IL 04/2024 Present
Tsfg, Llc Lake Forest IL 04/2024 Present
  • 09/2018 → 12/2022
    Giordano's
    Chicago, IL
  • 08/2015 → 08/2018
    Lettuce Entertain You
    Chicago, IL
  • 08/2015 → 08/2018
    Depaul University
    Chicago, IL
  • 01/2023 → 04/2024
    Lpl Financial Llc
    Lake Forest, IL
  • 08/2016 → 08/2018
    Summer House
    Chicago, IL
  • 04/2024 → Present
    Tsfg, Llc
    Lake Forest, IL
  • 04/2024 → Present
    Tsfg, Llc
    Lake Forest, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-19
  • S66 Uniform Combined State Law Examination
    2023-01-19

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC

Nearby Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL

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