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Daniel Mark Nagel

Investment adviser representative at Tsfg, LLC
22 yearsExperience
2 statesRegistered in
$642.8MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Tsfg, LLC (dba: Ts Financial Group, LLC)May 2015 to now
  2. Tsfg, LLCFeb 2015 to now
  3. Alchemy Advisors, LLC d/b/a Ts Financial Group, LLCJan 2015 to now
  4. LPL Financial, LLCFeb 2004 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Tsfg, LLC

$642.8MAssets managed
864Clients
6Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1861282
Firm CRD
172555
Advisor's SEC record (opens in a new tab)
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