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Michael R Nagel

Investment Adviser Representative at TSFG, LLC

Lake Forest, ILCRD #7625294Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael R. Nagel is an investment adviser representative with TSFG, LLC in Lake Forest, IL, where they have been registered since 2024. They have worked in the securities industry since 2022. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

1052 N Western Avenue
Lake Forest, IL 60045

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
3 states and territories

Idaho, Illinois, Mississippi

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/19/2023
Series 7
General Securities Representative Examination
Passed 10/26/2022
SIE
Securities Industry Essentials Examination
Passed 6/16/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TSFG, LLCCurrent
4/9/2024 – Lake Forest, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Giordano's
    Sep 2018 – Dec 2022Chicago, IL
  2. Lettuce Entertain You
    Aug 2015 – Aug 2018Chicago, IL
  3. DePaul University
    Aug 2015 – Aug 2018Chicago, IL
  4. LPL Financial LLC
    Jan 2023 – Apr 2024Lake Forest, IL
  5. Summer House
    Aug 2016 – Aug 2018Chicago, IL
  6. TSFG, LLC
    Apr 2024 – no end date reportedLake Forest, IL
  7. TSFG, LLC
    Apr 2024 – no end date reportedLake Forest, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TSFG, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$100,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
3
Main office:
Lake Forest, IL
SEC file number:
801-99339

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 12, 2026

View full firm profile

Other advisors at TSFG, LLC

12 other advisors in the directory

View TSFG, LLC firm profile

Similar advisors in Lake Forest, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael R Nagel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael R Nagel (TSFG) - Fees, Credentials & Background