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Qualifications of Financial Advisor in Wausau

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Financial Advisors in Wausau, Wisconsin
Financial Advisor Office Location Phone Number
Brad Nagel,
Navigen Wealth Management
408 3rd Street Suite 402,
Wausau, WI  54403
(920) 676-3334

Information on Qualified Financial Advisors in Wausau

Qualifications CRD# 2586673
FirmCRD# 145458
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Hourly


Office Location 408 3rd Street Suite 402,
Wausau,
WI 
54403

Phone Number (920) 6763334

Brad Nagel has been serving clients in the wealth management industry for 24 years. After building his career within large, nationally recognized financial firms, Mr. Nagel envisioned something different for his clients. He wanted to offer clients unbiased wealth management advice, helping them live a great life. During the financial crisis of 2008, Brad said goodbye to the large corporation and started his own private wealth practice, Navigen Wealth Management, with the mission statement of We Manage Wealth. You Manage Life. Over his 24 year career Brad has helped his clients build wealth, retire, recover from the loss of a loved one, sell businesses, buy businesses, change jobs, buy vacation homes and numerous other life changing situations.

About Navigen Wealth Management

Navigen Wealth Management was established during the financial crisis of 2008, by Brad Nagel with the mission statement of We Manage Wealth. You Manage Life. Navigen is an independent fee-only registered investment advisory firm. Each advisor in our firm works with a limited number of clients (no more than 100) to ensure a high level of service for you. We measure our success by how effectively we are helping our clients live a great life. We will work hard to understand where you are today and where you want to be in the future. Our advisors have helped their clients retire, recover from the loss of a loved one, sell businesses, buy businesses, change jobs and buy vacation homes. We adapt our clients wealth planning to match changes that impact their lives. We manage wealth so you can manage life. Contact us today and start living the great life you deserve.



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