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
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.
Certified Trust & Financial Advisor
Cannon Financial Institute
Northern Michigan University
Will provide references upon request?
Contact Information for Bradley Nagel
Phone: (920) 676-3334
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Fax: (888) 624-3596
Address for Bradley Nagel:
2701 Larsen Road
Green Bay, WI, 54303
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