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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nagel is a financial advisor with Commonwealth Financial Network, based in Thiensville, WI. Richard has been in the financial industry since 1994 and is licensed to provide financial advice in 16 states. Richard is a Series 7, Series 24 and Series 63 licensed professional, and is also a licensed insurance agent. Richard's firm, Commonwealth Financial Network, is a registered investment advisor and broker-dealer that provides financial services to individuals, families, and businesses. The firm specializes in financial planning, portfolio management, and investment advisory services. Richard's primary focus is on providing personalized financial advice to clients, with a focus on helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/30/2018 - Present
Commonwealth Financial Network (Thiensville WI)
WI
02/09/1998 - 12/10/2018
LPL FINANCIAL LLC (THIENSVILLE WI)
MO
09/29/1994 - 02/10/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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