Brad Nagel, CTFA
brad.nagel@navigenwealth.com
715-298-1991
Senior Wealth Manager
Brad has been serving clients in the wealth management industry for more than 30 years. After building his career with nationally recognized investment firms, he envisioned something different for his clients. He wanted to provide high-net-worth individuals and families with unbiased wealth management advice, which he believes is best offered via an independent, fee-only firm.
During the early stages of the Financial Crisis in 2008, Brad started his own private wealth management firm, now known as Navigen Wealth Management. He serves high-net-worth clients nationwide who have investable assets of $1 million or more. This allows him to continue his commitment to provide white-glove service to a limited number of clients.
Brad obtained his Certified Trust and Fiduciary Advisor (CTFA) designation in 2001. He also holds a life and health insurance license, as well as a FINRA Series 65 license.
Outdoor Enthusiast
Brad enjoys spending quality time with his family and friends between their homes in Wisconsin and Florida. Wisconsin free time is spent outdoors as much as possible until the snow starts falling, while Florida time means days spent boating and fishing.
He is also an avid Green Bay Packers fan and during football season can usually be found at Lambeau for home games and glued to the TV for away games.
His charitable interests are primarily focused on food insecurity and homelessness in the communities Navigen serves.
