TSFG, LLC logo

TSFG, LLC

Updated today

Client AUM

$641,168,569

Clients

861

Advisors

6

of 9 employees

About

TSFG, LLC provides discretionary investment management and financial planning to a range of clients, including individual and high‑net‑worth clients, related family members, trusts, retirement plans, and other entities. The firm also offers retirement‑plan advisory and participant services and reviews clients’ outside assets as part of its planning process; financial planning is provided to existing clients at no additional charge.

TSFG manages client assets on a discretionary basis, typically investing in marketable equities, fixed income, mutual funds, ETFs, options and, when appropriate, allocations to independent managers, and it employs fundamental analysis in security selection. Portfolios are tailored to each client’s objectives and monitored periodically, with formal reviews generally performed at least annually and more frequently as circumstances or market conditions change.

Notably, the firm sponsors and manages its own wrap‑fee program and operates multiple DBA offices that maintain separate fee schedules, structural features that distinguish it from many peer team firms. Many of the firm’s investment advisor representatives are also registered representatives of LPL Financial and the firm recommends LPL for custody and execution; these relationships and potential conflicts of interest are disclosed and addressed through the firm’s policies and Code of Ethics.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

up to 2.00% annualized, negotiable

Commissions

Certain Investment Advisor Representatives, as registered representatives of LPL, are compensated for securities transactions by commissions.

Other

Account minimum: $100,000 Fee-only: Investment advisory fees, including wrap fee program accounts, range up to 2.00% annualized and are negotiable.

Main office

1052 N. Western Ave.

Lake Forest IL 60045

Advisors at this office

6

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Maine · Michigan · Minnesota · Missouri · Nebraska · Nevada · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Also doing business as

Alchemy Advisors, LLC · Alchemy Financial Group · Capital Street Advisors · Gibbons Financial Group, Inc. · The Associates Group · Ts Financial Group, LLC · Tsfg, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John H

Series 63, Series 65

Lake Forest, IL

TSFG, LLC

John Hennessey is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with TSFG, formerly Alchemy Advisors, since 2016 and previously worked at LPL Financial from 2016 to 2020. Outside of his advisory role, he is an officer and partner at Vazza Real Estate Group, where he is involved in distribution and investing activities. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and offers tailored portfolios with periodic reviews, additionally sponsoring its own wrap-fee program and operating multiple DBA offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Daniel N

Series 63, Series 65

Lake Forest, IL

TSFG, LLC

Daniel Nagel is a financial advisor with TSFG, LLC in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with TSFG, LLC since 2015 and has a concurrent affiliation with LPL Financial dating back to 2004. Outside of advisory services, he has engaged in offering non-variable insurance products including disability and universal life insurance. TSFG, LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis in security selection, tailoring portfolios to client objectives, and offers additional services such as retirement-plan advisory and review of clients’ outside assets.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Michael G

Series 63, Series 65

Lake Forest, IL

TSFG, LLC

Michael Gibbons is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with TSFG, LLC (doing business as Gibbons Financial Group) since 2015 and has worked at LPL Financial since 2004. Outside of his advisory roles, he is involved with the National Slovak Society in a capacity related to non-variable insurance. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis and tailors portfolios to client objectives, offering periodic reviews and managing its own wrap-fee program.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Michael S

Series 66

Lake Forest, IL

TSFG, LLC

Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Michael N

Series 66

Lake Forest, IL

TSFG, LLC

Michael Nagel is a Series 66 licensed advisor at TSFG, LLC with four years of industry experience. Before joining TSFG, he worked at LPL Financial LLC and held roles in the hospitality industry, including positions at Giordano's, Summer House, and Lettuce Entertain You. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, family members, trusts, and retirement plans. The firm uses fundamental analysis for security selection and tailors portfolios to clients’ objectives, offering formal reviews at least annually.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Daniel B

Series 63, Series 65

Lake Forest, IL

TSFG, LLC

Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
View complete list of advisors at this firm
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