Daniel Nagel 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 and 63 registrations with LPL Financial and Series 65 registration with TSFG, LLC. Dan is also licensed in insurance. He is a graduate of the University of Illinois in Champaign with a Bachelor of Arts in Liberal Arts and Sciences.
Dan has been recognized for the following awards:
- 2011 – 2018 Chairman’s Club – LPL Financial. This distinction is based on an annual production ranking of registered financial advisors supported by LPL Financial. This ranking based on production puts Dan in the top 6% of the firm’s advisors nationwide.
- 2012 – 2015 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 2012-2015 Five Star Wealth Managers.
As the original financial planner of Baxter Credit Union in 1996, Dan devoted his time and skills to building its financial planning practice. The program grew from zero assets to 150 million dollars under management in just eight years.
Dan enjoys watching sports. His favorite teams are the Cubs, Bears and his Alma Mater, Illinois. Dan enjoys spending time with his family, playing golf and traveling.