Brad Nagel, CTFA

Brad Nagel, CTFA

President

Mr. Nagel has been serving clients in the wealth management industry for over 26 years.  After building his career within nationally recognized investment firms, Brad envisioned something different for his clients.  He wanted to offer clients unbiased wealth management advice, helping them accumulate, preserve, transfer, and enjoy their wealth.  In 2008, Mr. Nagel said goodbye to the large corporation and started his own private wealth practice; Nagel Private Wealth Management.  With the simple idea of putting the client 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 licenses.  

When Brad is not at the office or meeting with clients, he can be found spending time with his family and friends as well as fishing and hunting. His charitable interests are primarily focused on food insecurity in the communities Navigen serves.