CH
CH

Christopher Hassell

4 Years of Experience
Lake Forest, IL
BrokerSells Insurance

Christopher Hassell is a registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 4 years of industry experience. Christopher 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
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is involved with several business activities, including CH Financial Group, PLLC and GradePoint Financial LLC, both requiring full-time commitment. He also provides investment advisory services through TSFG, LLC and works as an insurance agent, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Tsfg, LLC
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
VALIC Financial Advisors, INC.
May 2021 - December 2023 · 2 yrs 7 mos
VALIC Financial Advisors, INC.Broker
April 2021 - December 2023 · 2 yrs 8 mos
State Registrations4 states
FLILPATX
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.