Advisor at Santefort Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Santefort Investment Group, LLC
Location
Schererville, IN 46375
Credentials
Series 66
Industry experience
21 years
Douglas Santefort is the owner and president of Santefort Investment Group, LLC, with 21 years of industry experience. He holds a Series 66 designation and previously worked at Madison Avenue Securities, Inc. from 2007 to 2018. Outside of his advisory work, he serves on the board of the Elim Christian Services Foundation. Santefort Investment Group advises individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers discretionary asset management, retirement-plan consulting as a 3(21) fiduciary, public educational seminars, and sells fixed insurance products, employing a blend of fundamental, technical, charting, and cyclical analysis with support from third-party managers and platforms.
Based on Santefort Investment Group, LLC
Based on Santefort Investment Group, LLC
$0 - $100,000: 1.20% annually $100,001 - $250,000: 1.15% annually $250,001 - $500,000: 1.05% annually $500,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually Over $2,000,001+: Negotiable
SIG sells fixed insurance products for commissions.
Fee-only: Annual investment advisory fees based on asset tiers as above; fees billed quarterly in advance; fees may be negotiable.
2433 Ontario St, Suite A
Schererville, IN 46375
Illinois · Indiana
Santefort Investment Group, LLC
2018 - Present (8 years)
Madison Avenue Securities, Inc.
2009 - 2018 (9 years)
Santefort Investment Group LLC
2008 - Present (18 years)
Madison Avenue Securities, Inc
2007 - 2018 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Flossmoor, IL
OmniDivitia Wealth Management, Inc.
Series 63, Series 66
Crown Point, IN
Harmony Wealth Management LLC
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Series 65
Merrillville, IN
RCS Financial Advisors, Ltd
CFA®, Series 63
Munster, IN
EN+ Wealth
Series 66
Crown Point, IN
AverTrust Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")