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Brian John Versey

Navigen Wealth Management

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About Brian John Versey

Brian Versey is an investment advisor representative with Navigen Wealth Management. Brian is registered with the state of Wisconsin. Brian is an investment advisor representative with over 20 years of experience in the financial services industry. Brian has worked with several firms in the past including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Signator Investors, Inc. Brian is committed to providing his clients with personalized financial advice and guidance. Brian specializes in providing financial planning and portfolio management services to individuals and families. Brian is committed to helping his clients achieve their financial goals.

Firm Information

Brian Versey 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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Brian Versey’s Registration & Firm History

WI

03/13/2012 - Present

Navigen Wealth Management (GREEN BAY WI)

WI

05/24/1999 - 06/29/2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

05/24/1999 - 06/29/2000

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MA

10/23/1998 - 03/16/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 05/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian John Versey.
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