Brad Nagel, CTFA


Brad Nagel has been serving clients in the wealth management industry for 29 years.  After building his career with nationally recognized investment firms, Brad envisioned something different for his clients.  He wanted to offer clients unbiased wealth management advice, helping them accumulate, preserve, enjoy and transfer their wealth to future generations..  In 2008, Mr. Nagel started his own private wealth management firm; Nagel Private Wealth Management.  With the simple idea of putting his client's first, his vision has expanded into what is now Navigen Wealth Management.  Navigen continues to serve high net worth individuals with the simple, humble principals that Brad envisioned for his clients.  Mr. Nagel has obtained his Certified Trust and Fiduciary Advisor (CTFA) designation and holds his life, health, and series 65 license.

When Brad is not at the helm of Navigen, he enjoys spending quality time with his family and friends in Wisconsin and Florida. His charitable interests are primarily focused on food insecurity in the communities Navigen serves.