Brad Nagel

Tel: (920) 676-3334
408 3rd Street Suite 402
Wausau, WI 54403

We Manage Wealth. You Manage Life.

Navigen Wealth Management | Financial Advisor in Wausau ,WI

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.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab & Fidelity
States Licensed in:   WI
Number of Years with Current Firm:   10


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Life


Firm Information

Firm's Number of Clients:   190
Firm's Number of Managed Clients:   190
Assets Managed by Firm:   $120,000,000


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Hourly , Based on Assets


Education

Graduate Trust School - Trust & Wealth Management  Cannon Financial Institute
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Disclosures


Disclaimer

Navigen Wealth Management is registered with the State of Wisconsin as a Registered Investment Advisory (RIA) Firm. Please remember that past performance may not be indicative of future results. You should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Navigen Wealth Management. To the extent that you have questions regarding the applicability of any specific issue discussed on this website relating to your individual situation, you are encouraged to consult with the professional adviser of your choosing. A copy of our ADV Part 2A disclosure statement discussing our advisory services and fees is available for review upon request. Content of this website should not be considered legal or tax advice. Please seek attorney or CPA

Brad Nagel

Brad Nagel

CTFA


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.

My Team


Brad  Nagel

Brad Nagel


CTFA

Navigen Wealth Management is registered with the State of Wisconsin as a Registered Investment Advisory (RIA) Firm. Please remember that past performance may not be indicative of future results. You should not assume that any discussion or information contained in this email

Cindy  Kramer

Cindy Kramer


Mrs. Kraimer has been in the financial service industry for over 5 years. During that time, Cindy was an integral part of managing client relationship and advisor support for a large insurance and financial services company. In May of 2017, Cindy joined Navigen Wealth Management and currently provides client services, advisor support, and operational oversite of the firm. Since 2014, Cindy has held her Life and Health insurance licenses. She is a graduate from University of Wisconsin- S ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:00 PM

Compensation Arrangements

Check