Dan Bouska is an investment advisor representative with TSFG, LLC with over 30 years of experience in the financial services industry. He is licensed in securities holding Series 7, 24 and 63 registrations with LPL Financial, and Series 65 registration with TSFG, LLC. He is also licensed in insurance and is a Registered Principal with LPL Financial. He graduated from St. Norbert College with a degree in Business Administration and Finance.
Dan has been recognized for the following awards:
- 2012 – 2016 Chairman’s Club – LPL Financial. This distinction is based on an annual production ranking of registered financial advisors supported by LPL Financial, and puts Dan in the top 6% of the firm’s advisors nationwide.
- 2008 – 2011, 2017-2018 Patriot’s Club – LPL Financial. An annual production ranking of registered financial advisors supported by LPL Financial, and represents the top 10% of the firm’s advisors nationwide.
- 2012 – 2016 Five Star Wealth Manager as seen in Chicago Magazine. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth.
Dan was instrumental in growing the financial services program at CUNA from approximately 15 million dollars in assets under management to over 140 million dollars in assets under management.
As a financial advisor, Dan values the one-on-one time he spends his clients and their families, helping them plan for the future. Doing what is best for his clients is always his top priority.
Dan resides in Glenview and is an active volunteer in the community. While away from the office, he enjoys spending time with his sons, Nick and Jack. His hobbies include fishing and golfing.