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Bradley Gene Nagel

Navigen Wealth Management

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About Bradley Gene Nagel

Bradley Nagel is a financial advisor with Navigen Wealth Management. Bradley has been in the industry since 1995 and has worked for multiple firms including BANC ONE SECURITIES CORPORATION, M&I BROKERAGE SERVICES, INC., LIFEUSA SECURITIES, INC., INVESTORS CAPITAL CORP., and METLIFE SECURITIES INC.. Bradley holds the Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license.

Firm Information

Bradley Nagel is currently registered with Navigen Wealth Management. Navigen Wealth Management is a registered investment advisor located in GREEN BAY, WI. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. Navigen Wealth Management manages $187,789,799 in regulatory assets under management for 602 clients.
Navigen Wealth Management

2300 RIVERSIDE DRIVE

GREEN BAY, WI 54301

$187.79M

Assets Under Management

1

Total Clients

2

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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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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Bradley Nagel’s Registration & Firm History

WI

05/14/2008 - Present

Navigen Wealth Management (GREEN BAY WI)

IL

10/26/2000 - 04/27/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

WI

04/26/1999 - 09/08/2000

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

MN

09/23/1998 - 04/08/1999

LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)

MA

02/02/1996 - 09/30/1998

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

MA

09/19/1995 - 01/06/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/19/1995 - 01/06/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bradley Gene Nagel. Review regulatory record here.
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