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Michael Gibbons

31 Years of Experience
Lake Forest, IL
1 DisclosureBrokerSells Insurance

Michael Gibbons is a registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 31 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,342 clients
Average Client Portfolio
$743K average
Assets Under Management
$997.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.

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Location

1052 N Western Avenue, Lake Forest, IL, 60045

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History

Regulatory History (1)
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Customer Dispute
April 2010
Denied
Other Business ActivitiesSells Insurance

Michael operates under the DBA Gibbons Financial Group, Inc. for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities with the National Slovak Society, spending a few hours per week, and provides investment advisory services through TSFG, LLC, dedicating nearly full-time hours.

Employment History
Current Registrations
Tsfg, LLC
June 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
LPL Financial LLC
April 2004 - September 2016 · 12 yrs 5 mos
CUNA Brokerage Services, INC.
June 2001 - April 2004 · 2 yrs 10 mos
CUNA Brokerage Services, INC.Broker
November 1997 - April 2004 · 6 yrs 5 mos
H.D. Vest Investment Securities, INC.Broker
May 1997 - November 1997 · 6 mos
Franklin/templeton Distributors, INC.Broker
May 1994 - February 1995 · 9 mos
Kemper Financial Services, INC.Broker
December 1991 - March 1994 · 2 yrs 3 mos
State Registrations24 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.