Daniel Nagel
Daniel Nagel is a registered investment advisor at LPL Financial LLC, based in Lake Forest, IL, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1052 N Western Avenue, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Daniel sells disability and universal life insurance since 2005, and offers fixed products like life insurance, long-term care, and annuities, dedicating minimal time to these activities. He also provides investment advisory services through TSFG, LLC, spending nearly full-time on this activity, and owns rental real estate, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
Tsfg, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.