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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-15-2014
- Office Locations
- 4
Office Locations
About Tsfg, LLC
TSFG, LLC is an independent wealth management firm serving individuals and business owners, with a specialty in Greater Chicagoland healthcare professionals (e.g., Baxter, Abbott, Cardinal Health). The team builds comprehensive plans around investing and retirement timing, using diversified portfolios that may include ETFs, mutual funds, and fixed income, and brings in outside tax/legal partners as needed.
Reported data analysis
What the numbers show
Between March 3, 2025 and August 12, 2026, reported AUM decreased 24.8%, from $854.3M to $642.8M.
Across 5 reported observations, AUM increased 3.2% between February 16, 2022 and August 12, 2026, from $623.0M to $642.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 864 clients, or 144 clients per representative. That equates to $744.0K in reported AUM per client.
The profile lists 4 reported office locations and 11 years in operation. The source data was last updated on August 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Tsfg, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL JOSEPH BOUSKA
Owner
- CRD
- #1887073
- Ownership
- Less than 5%
MICHAEL JOHN GIBBONS
Financial Advisor
- CRD
- #2052911
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN CHARLES HENNESSEY
Director of Sales
- CRD
- #2183219
Michael R Nagel
--
- CRD
- #7625294
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $642,831,006 | $374,174 |
| Non-Discretionary | $0 | -- |
| Total | $642,831,006 | $374,174 |
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Separately Managed Accounts
SMA allocation detail is available
Tsfg, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tsfg, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.