JF
Jeffrey P. Feinendegen
TSFG | Managing Partner
LAKE FOREST, IL 60045
Some features on this profile are disabled
CRD#: 4202523
JF
Professional summary
Jeffrey P Feinendegen is a registered financial advisor currently at TSFG, LLC located in Lake Forest, Illinois and LPL FINANCIAL LLC located in Mundelein, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 11/03/2005: TS Financial Group, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading -1% Time Spent - Offering life, ltc, and fixed annuities for our clients. (2) 02/21/2008: Property of Max - Real Estate Rental - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - 1% Time Spent. (3) 12/30/2010: TS Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - - 0 Hrs/Mth - 0 Hrs During Trading. (4) 8/7/2018 - Garage Kings USA dba LR Holdings of Illinois, LLC and MA Holdings of Illinois, LLC - Not Investment Related - There is no physical address of the business - Other-Garage Epoxy Flooring dealership - Start Date:08/01/2018 - 4 Hours Per Month/0 Hours During Trading. (5) 8/22/2018 - TSFG, LLC - DBA: TSFG, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:03/01/2015 - 160 Hours Per Month/130 Hours During Trading - Time Spent: 100% - I provide investment advisory services through TSFG, LLC, an independent investment advisor firm. I started this business activity in 03/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 2/27/2020 - No Business Name - Not Investment Related - Home Based - Other-Author - Start Date: 03/16/2020 - 4 Hours Per Month/0 Hours During Securities Trading - Write a general book about good rules of living. (7) 4/2/2020 - Hello Project - Investment Related - P.O. Box 470, Lake Forest, IL 60045 - Other-Business Owner - Start Date: 04/15/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Lead generation business connecting homeowners with contractors. Passive minority owner. (8) 01/03/2024 - BackNine / Capitas / Signal Advisors - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 09/21/2023 - 5 Hours Per Month/ During Trading. 9) 04/25/2025 - Wealth Fusion, Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Mundelein, IL - Start Date: 05/06/2024 - 5 Hrs/Mth - 5 Hrs During Trading. 10) 08/11/2025 - 15 Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start Date: 11/01/2023 - 10 Hrs/Mth - 10 Hrs During Trading. 11) 08/11/2025 - 15 Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - - At Reported Business Location(s)- Start Date: 09/24/2024 - 1 Hrs/Mth - 0 Hrs During Trading. 12) 08/11/2025 - Gradepoint Insurance LLC dba The Fifteen Group - Investment Related - Insurance Agency - Mundelein, IL - Start Date: 11/01/2023 - 5 Hrs/Mth - 5 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey P Feinendegen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2015 - Present
TSFG, LLC
Office #1: 1052 N. Western Ave., Lake Forest, IL 60045RIA
CRD#: 172555
LAKE FOREST, IL
Current
February 6, 2004 - Present
LPL FINANCIAL LLC
Office #1: 165 N Archer Ave, Mundelein, IL 60060Office #2: 1052 N Western Avenue, Lake Forest, IL 60045RIA
BD
CRD#: 6413
Mundelein, IL
Past
February 6, 2004 - September 7, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAKE FOREST, IL
Past
July 23, 2001 - February 9, 2004
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
VERNON HILLS, IL
Past
June 30, 2000 - February 9, 2004
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
WAVERLY, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
TSFG, LLC
ALCHEMY ADVISORS, LLC | TSFG, LLC | TS FINANCIAL GROUP, LLC | THE ASSOCIATES GROUP | GIBBONS FINANCIAL GROUP, INC. | CAPITAL STREET ADVISORS | ALCHEMY FINANCIAL GROUP
CRD#: 172555 / SEC#: 801-99339
RIA
Registered Investment Advisory firm - (6/3/2015 Approved)Illinois
Registered Investment Advisory firm - (6/3/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/11/2014)
RR
Arkansas(7/22/2010)
RR
California(4/8/2008)
RR
Colorado(10/9/2013)
RR
District of Columbia(6/20/2013)
RR
Florida(2/6/2004)
RR
Georgia(4/8/2008)
RR
Illinois(2/6/2004)
IAR
Illinois(2/2/2015)
RR
Indiana(1/3/2006)
RR
Iowa(9/29/2023)
RR
Kentucky(9/13/2021)
RR
Massachusetts(9/22/2011)
RR
Michigan(10/27/2004)
RR
Minnesota(3/12/2004)
RR
Missouri(12/20/2012)
RR
Nevada(5/19/2004)
RR
New Mexico(8/12/2021)
RR
New York(2/10/2010)
RR
North Carolina(9/11/2023)
RR
North Dakota(10/21/2022)
RR
Ohio(1/3/2007)
RR
Oregon(6/18/2014)
RR
Pennsylvania(9/9/2011)
RR
South Carolina(9/23/2022)
RR
Tennessee(2/23/2021)
RR
Texas(9/5/2013)
IAR
Texas(3/23/2016)
RR
Virginia(4/29/2008)
RR
Washington(8/12/2021)
RR
Wisconsin(2/6/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TSFG, LLC
ALCHEMY ADVISORS, LLC | TSFG, LLC | TS FINANCIAL GROUP, LLC | THE ASSOCIATES GROUP | GIBBONS FINANCIAL GROUP, INC. | CAPITAL STREET ADVISORS | ALCHEMY FINANCIAL GROUP
CRD#: 172555 / SEC#: 801-99339
RIA
Registered Investment Advisory firm - (6/3/2015 Approved)Illinois
Registered Investment Advisory firm - (6/3/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1052 N Western Avenue, Lake Forest, IL 60045
Mailing Address
Phone number
(847) 735-7100
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,651 |
| AUM (Assets Under Management) | $ 854,306,837 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TSFG, LLC
Managing PartnerCRD#: 172555Lake Forest, IL 60045TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
