Daniel Bouska has been Officer of TSFG since March 2018, is a control person of the firm and directly owns under 5% of it.
TSFG, LLC is a Lake Forest, IL firm with $643M under management, 864 clients and 6 advisers across 4 offices, as of its August 2026 filing.
Daniel Bouska’s longest registration was 12 years at LPL Financial LLC (2004–2016). Before joining TSFG in 2015, Daniel Bouska was registered through LPL Financial LLC and Cuna Brokerage Services, Inc.
- LPL Financial LLC– · 12 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Cuna Brokerage Services, Inc.– · 2 yearsVernon Hills, IL · Adviser representative · Firm CRD 13941
Investment adviser representative registrations
Daniel Bouska is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2015; the most recent is Texas, in November 2019.
- IllinoisSince 3 February 2015
- TexasResidentSince 15 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 1999 |
| Series 24 | General Securities Principal Examination | 16 May 1995 |
| Series 7 | General Securities Representative Examination | 24 January 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 December 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Joseph Bouska
- CRD
- 1887073
- Firm
- TSFG · CRD 172555
- Role
- Officer
- Office
- 1052 N. WESTERN AVE., Lake Forest, IL 60045
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Bouska work?
Daniel Bouska has been Officer of TSFG, LLC since March 2018, and is a control person of the firm.
Is Daniel Bouska a financial advisor?
Yes. Daniel Bouska has a current investment-adviser registration in Illinois and Texas, through TSFG since February 2015.
How many years of experience does Daniel Bouska have?
Daniel Bouska has 36 years in the financial industry, since December 1989, across 3 adviser firms.
What exams has Daniel Bouska passed?
Daniel Bouska has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in December 1989. FINRA credited Daniel Bouska with the SIE, which began in October 2018.
Where did Daniel Bouska work before TSFG?
Before TSFG, Daniel Bouska was registered through Cuna Brokerage Services, Inc., June 2001 to February 2004.
Where is Daniel Bouska based?
Daniel Bouska’s registered office is in Lake Forest, IL.
Is Daniel Bouska registered with FINRA?
Yes. Daniel Bouska has a current broker registration, under CRD 1887073.
Source: FINRA BrokerCheck
How can I verify Daniel Bouska’s record?
Search CRD 1887073 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Bouska’s full registration record.