Bradley Bruna is a ChFC-designated registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 19 years of industry experience. Bradley 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
Bradley is involved with multiple entities, including TS Financial Group, LLC, GradePoint Financial, LLC, and Bruna Financial Group, LLC, primarily related to his LPL business and tax/investment purposes. He also works as an agent for non-variable insurance through GradePoint Insurance, Back9, and Capitas, dedicating a few hours per week, and spends minimal time on a family business called Not Your Daddy's Sports Collection.
Employment History
Current Registrations
Tsfg, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Sws Securities INC.Broker
Mydiscountbroker.comBroker
State Registrations2 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.