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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Bradley G. Nagel

BLUEPRINT FINANCIAL ADVISORS
Cape Coral, FL 33904
Some features on this profile are disabled
CRD#: 2586673
BN

Professional summary

Bradley Gene Nagel, who also goes by Brad Nagel, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Cape Coral, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bradley has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Nagel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Gene Nagel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 15, 2025 - Present

BLUEPRINT FINANCIAL ADVISORS

Office #1: 1222 Se 47th St, Suite 404, Cape Coral, FL 33904Office #2: 2300 Riverside Drive, Green Bay, WI 54301
RIA
CRD#: 315570
Cape Coral, FL
Past

May 14, 2008 - May 20, 2025

NAVIGEN WEALTH MANAGEMENT

RIA
CRD#: 145458
GREEN BAY, WI
Past

November 19, 2002 - April 27, 2004

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
GREEN BAY, WI
Past

October 26, 2000 - April 27, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

April 26, 1999 - September 8, 2000

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI
Past

September 23, 1998 - April 8, 1999

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 2, 1996 - September 30, 1998

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

September 19, 1995 - January 6, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 19, 1995 - January 6, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/15/2025)
IAR
Wisconsin
(4/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/18/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
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Contact information

Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts1,298
AUM (Assets Under Management)$ 201,503,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570Cape Coral, FL 33904

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