John Hennessey is a registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 34 years of industry experience. John 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 Avenue, Lake Forest, IL, 60045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a registered investment advisor with TSFG, LLC, dedicating full-time hours to this role. He also sells life insurance and fixed annuities through Inforce Solutions, spending minimal time on this. Additionally, John is an officer and partner at Vazza Real Estate Group, dedicating about 10-20% of his time to distribution and investing.
Employment History
Current Registrations
Tsfg, LLC
Previous Registrations
LPL Financial LLCBroker
Allianz Life Financial Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Planco Financial Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.