Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Nagell is a Registered Investment Advisor (RIA) currently working with JPL Wealth Management, LLC. Luke is a veteran advisor with extensive experience in the financial industry, working with clients since 2007. Luke has a broad range of expertise in financial planning, portfolio management, and selection of other advisors, focusing on the needs of both individuals and businesses. Luke has earned his Series 65 license, demonstrating his commitment to professional standards and client satisfaction.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
11/28/2023 - Present
JPL Wealth Management, LLC (GREENWOOD VILLAGE CO)
IA
Issued 12/21/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Luke Nagell is the right advisor for you? Invested Better is here to help.
