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Daniel Edward Fitzgerald

SGL Financial, LLC

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About Daniel Edward Fitzgerald

Daniel Fitzgerald is an investment advisor representative at SGL Financial, LLC. Daniel has been working in the financial services industry since January 2013. Daniel is registered with the state of Illinois. Daniel has experience in providing financial planning, education seminars, and portfolio management for individuals. Daniel holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Daniel Fitzgerald is currently registered with SGL Financial, LLC. SGL Financial, LLC is a registered investment advisor based in BUFFALO GROVE, IL with 15 licensed agents and 16 investment advisor representatives. They manage approximately $214,042,234 in assets for 1,524 clients. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and selection of other advisors. The firm's clientele includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
SGL Financial, LLC

1130 W LAKE COOK ROAD

BUFFALO GROVE, IL 60089

$214.04M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Fitzgerald’s Registration & Firm History

IL

03/08/2024 - Present

SGL Financial, LLC (BUFFALO GROVE IL)

IL

07/14/2015 - 06/03/2020

ALLSTATE FINANCIAL SERVICES, LLC (North Riverside IL)

IL

01/31/2013 - 05/22/2015

HORACE MANN INVESTORS, INC. (CRYSTAL LAKE IL)

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Licenses & Designations

IA

Issued 03/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Edward Fitzgerald.
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