Bradley Nagel

Bradley Nagel

NAGEL & Associates, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: No minimum required

Title: President

Offering advice since: 1994

Areas of focus:

  • Divorce planning
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds

Further information about Bradley Nagel:

NAGEL & Associates was established by Brad Nagel after he recognized most investment firms are riddled with conflicts of interest and continue to put profits over people.

At NAGEL & Associates people come first and client's best interests are served at all times. As a member of the National Ethics Bureau, Brad follows strict ethical guidelines as well.

Before establishing his fee only independent firm, he worked for a Wall Street firm, managed a $900 million division of a national bank and as an agent for a major insurance company.

Compensation and Fee Structures:

Fee only by assets under management and/or fee planning by the hour.

Licenses, Certifications & Affiliations:

Certified Trust & Financial Advisor(CTFA), Series 65, WI life and health insurance.

National Ethics Bureau member.

Wiseradvisor network member.

Education:

Certified Trust & Financial Advisor
Cannon Financial Institute
Northern Michigan University

Will provide references upon request?

Yes

Contact Information for Bradley Nagel

Phone: (920) 676-3334
Please support us by letting this adviser know you found them through Boomerater

Fax: (888) 624-3596

Address for Bradley Nagel:
2701 Larsen Road
Green Bay, WI, 54303

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