Bradley Nagel, CTFA

Bradley Nagel, CTFA

Mr. Nagel has been serving clients in the investment industry for over 22 years.  After building his career within large, nationally recognized financial institutions, Mr. Nagel envisioned something different for his clients.  He wanted to offer clients unbiased investment 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 Mr. Nagel envisioned for his clients.  Mr. Nagel has obtained his Certified Trust and Financial 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 fishing the many lakes around Wisconsin, camping, or hunting up north with his friends.  He volunteers his time and is passionate about charities dealing with Childhood Hunger in and around the Green Bay area.