We our proudly independent and work with individuals and business owners to develop a comprehensive wealth management plan together. We are able to do this by utilizing a team approach and by focusing on four key components: Financial Enrichment, Risk Mitigation, Wealth Transfer and Proper utilization of the spectrum of investments. We are uniquely positioned to potentially contribute to the financial success of our clients and our community- while taking full advantage of the superior support and scale of LPL Financial, the nation's leading independent brokerage firm.
Jeff Feinendegen
Jeff Feinendegen is an investment advisor representative with TSFG, LLC with over 25 years of experience in the financial services industry. He has his securities license, holding Series 7 and 63 registrations with LPL Financial, and Series 66 registration with both LPL and TSFG, LLC. Jeff is also licensed to market life insurance.
Jeff is a graduate of Saint Joseph's College with a Bachelor of Science in Economics and a Bachelor of Business Administration in Finance.
Jeff has been recognized for the following awards:
2014 - 2022 Chairman's Council - LPL Financial. This ranking based on production puts Jeff in the top 1% of all LPL advisors in the nation.
2012 - 2022 Five Star Wealth Manager as seen in Chicago Magazine. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 - 2022 Five Star Wealth. As an independent advisor, Jeff enjoys developing easy-to-understand financial plans that provide his clients with a sense of comfort. Because of this, he has an outstanding client loyalty, to which he credits all of his success.
Jeff and his wife Cindy have two children, Max and Ruby. In his free time, he enjoys golfing and volunteering at his parish.
Ned Muscavage
CRPS®
Ned Muscavage is a Financial Advisor with GradePoint Financial, LLC with over 27 years of progressive experience in the financial services industry. He has his securities license, holding FINRA Series 6, 63 registrations with LPL Financial. Ned is fully licensed for Life and Health Insurance in addition to variable annuity.
He began his career as a financial advisor and quickly realized the importance of education and shifted to a new role. That role, for approximately 20 years, was educating other financial advisors on practice management, industry trends and the evolution of client solutions. However, today's complex environment necessitates the education of clients as a priority and is more important than ever...Now, in a new role as an independent financial advisor, Ned focuses his efforts on educating everyday people and developing customized strategies for them to achieve the retirement that they truly deserve.
Ned and his wife, Popi, have two children, Katerina and Dimitri, and love to travel to visit family in the Greek Islands whenever possible.
Ned is a graduate of Old Dominion University in Norfolk, VA with a Bachelor of Science of Business Administration in Marketing.
Brad Bruna
ChFC®
Brad is the Director of Business Development for GradePoint Financial Group. He has 23 years of experience in financial services specializing in financial planning, and operational transformation.
Brad holds the Series 7, 66, 63, 24 licenses through LPL Financial as well as his life insurance license. He also obtained the ChFC® (Chartered Financial Consultant) and the CASL® (Chartered Advisor for Senior Living) designations. In addition, Brad received a Green and Black Belt certificate for Lean Six Sigma.
Brad and his wife, Fleur, have two sons. In his spare time, he enjoys spending time with his family and enjoying the outdoors.
Eric Feinendegen
Eric is our Director of Client Relations and is vastly diversified in the many areas of growing and sustaining a successful business. His background consists of sales & marketing, financial analysis, communications and public speaking along with 28 years of corporate and entrepreneurial business experience.
After graduating from Saint Joseph's College (IN) with a Bachelor of Science degree in Economics and a Bachelor of Business Administration degree in Finance, Eric went on to work with several Fortune 500 companies before joining TS Financial Group, LLC, where he serves as the Director of Client Relations. His concentration with TS Financial Group focuses on business development, developing and maintaining strong client relationships, and offering enhanced client services.
He is a TEDx speaker, best-selling author, and a two-time Finalist in the World Championship of Public Speaking. Eric holds his series 7 and 63 licenses through LPL Financial, along with an Illinois Life and Health Insurance license.
He spends his time with his wife and family, coaching his two son's sports teams, attending his daughter's recitals, and playing golf whenever he can squeeze in a round.
Ashton Medina
CFA®
Ashton Medina is a Wealth Advisor with GradePoint Financial.
He is a CFA® charterholder, a global designation and the highest
distinction in the investment management profession. He is also a CFP® certificant, which is considered the standard of excellence for those involved in a financial planning profession.
Ashton brings nearly 15 years of experience working with high net worth families, foundations, and institutional investors. He originally started his career as a Fixed Income Trader and Portfolio Manager for institutional investors. However, in the last 7 years he has shifted his focus to managing portfolios for high-net-worth families and helping them to achieve their financial goals.
Ashton excels at transforming today's modern and intricate challenges into customized solutions, especially in a variety of unique client situations. His keen focus on multi-generational wealth and estate planning coupled with his personalized approach and attention to detail are what really sets him apart from other wealth advisors.
Ashton holds a Bachelor of Business Administration in Finance from Florida International University, and graduated Magna Cum Laude. In his spare time he enjoys spending time with his beautiful wife and son, coaching and playing soccer, and practicing the martial art of Aikido.
General Information |
| Firm Start Year: | 1990 | |
| No. of Employees: | 10-19 | |
| Insurance License#: | P007084 |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | FL, IL, TX |
| Number of Years with Current Firm: | 23 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Your Office, Our Office, Video Conference, Our Offices, Your Home |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity |
Firm Information |
| Firm's Number of Clients: | 880 |
| Firm's Number of Planning Clients: | 735 |
| Firm's Number of Managed Clients: | 735 |
| Assets Managed by Firm: | $700,000,000 |
| Advisor's Number of Clients: | 1170 |
| Advisor's Number of Managed Clients: | 925 |
| Advisor's Number of Planning Clients: | 925 |
| Assets Managed by Advisor: | $479,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
Financial Services |
| Financial Planning for Businesses
We work with businesses to make sure they are making financially sound decisions regarding their business. We will also review your insurance needs to make sure you have adequate coverage and discuss those risks being taken if you are under insured. We can manage SIMPLE and SEP IRAs as well as 401Ks. We have many options for establishing employer sponsored retirement plans and will diligently work with you to choose the best plan for your business. |
| Financial Planning for Individuals
We use comprehensive financial planning software to create your own unique plan. Our belief is that financial planning is ongoing and that the plan needs to be reviewed on a regular basis to make sure you are on track. Periodic reviews help identify changes that may need to be made as a result of something that has changed in your life such as job change, death of a loved one, birth or adoption of a child or change in you or a family member's health. Without periodic reviews, your plan becomes outdated and you may no longer be on track for reaching your retirement goals. |
| Financial Advice & Consulting
Our mission statement is to help our clients work toward financial independence through planning. We spend our time with clients to determine their goals and objectives, time horizon, risk tolerance, and then help them make suitable financial decisions for their future. We strongly believe in the value of educating our clients so that together we can make informed decisions with which they are comfortable. |
| Portfolio Management
We will utilize all resources to create an allocation tailored to your specific needs, goals, risk tolerance and time horizon. We do not create cookie-cutter portfolios and will work hard to make sure your portfolio is specific to those needs and goals. |
| Retirement Planning
We work with you to create a financial plan that is unique to you. Our guidance will help you determine your retirement goals and work to keep you on target for reaching those goals using a highly rated financial planning software. Together we establish a plan that helps define your retirement and help you to visualize what you want it to look like. |
| Insurance Planning
Many people are under-insured. Insurance planning isn't only about life insurance but making sure you have the correct life insurance for your needs and circumstances. Depending on your specific financial situation, a long term care policy may be needed to help protect your assets from a Medicaid spend-down. Long Term Care and Disability insurance are two areas that many individuals and business owners neglect to consider. We will work with you to determine the appropriate coverage you may need. |
| Annuities
Some annuities are very simple and easy to understand while others quite complex and more difficult to comprehend. We work with our clients to first determine if an annuity would potentially be a good fit for them. If an annuity is a viable option, we work to find the annuity that best fits their needs and plan. We will make sure our clients understand how an annuity can help to complete their portfolio and how it works. |
| Estate Planning & Trusts
Transfer of assets to beneficiaries and charities can become extremely complicated. We work to create a plan that will transfer those assets to your beneficiaries and/or charities in the most efficient way possible. |
| Wealth Management
Review of all of your assets is vital to creating a complete and accurate picture of your financial situation. We will take a holistic approach in making sure that we address everything that is important to you including charities and family members. Additionally, we will help you to create a plan for the most efficient way to transfer your assets to your beneficiaries and/or favorite charities. |
| Risk Management
Everyone's risk tolerance is different... We will perform a risk assessment to determine your ideal risk and then build a portfolio that matches your specific risk. Additionally, we will make sure that everyone understands what to expect given their risk, how their portfolio should grow over time, and how it will perform during different market conditions. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Form ADV Part 3 https://static.fmgsuite.com/media/documents/e5869191-b515-47f7-9f1b-a6dcae9f6d2e.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, are separate entities from LPL Financial. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 6:00 PM |
| Tampa Bay, FL Orlando, FL Lake Forest, IL Libertyville, IL Houston, TX |
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