Daniel Bouska
Daniel Bouska is a registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 36 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,342 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSFG, LLC charges an annual investment advisory fee of up to 2.00% of the value of your account. This fee is negotiable. The fee is calculated based on the market value of your account at the end of the previous quarter and billed in advance each quarter.
Location
1052 N. Western Ave., Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Daniel offers life insurance and fixed annuities through TS Financial Group, LLC, dedicating minimal time to this activity. He also provides investment advisory services through TSFG, LLC, spending nearly full-time on this endeavor, and owns rental real estate properties.
Employment History
Current Registrations
Tsfg, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations21 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.