Bradley G. Nagel

BLUEPRINT FINANCIAL ADVISORS

Green Bay, WI 54301

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CRD#: 2586673

Professional summary

Bradley Gene Nagel, who also goes by Brad Nagel, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Green Bay, Wisconsin.

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: 2300 Riverside Drive, Green Bay, WI 54301

RIA

CRD#: 315570

Green Bay, WI

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

CRD#: 16999

CHICAGO, IL

Past

April 26, 1999 - September 8, 2000

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MILWAUKEE, WI

Past

September 23, 1998 - April 8, 1999

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 2, 1996 - September 30, 1998

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

September 19, 1995 - January 6, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 19, 1995 - January 6, 1996

MSI FINANCIAL SERVICES, INC.

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".

BLUEPRINT FINANCIAL 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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/18/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT FINANCIAL 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

SEC notice filing (16 States and Territories)

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 Accounts	1,298
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.

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Firm Stability Insights

Bradley G. Nagel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NAVIGEN WEALTH MANAGEMENT

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

M&I FINANCIAL ADVISORS, INC

USALLIANZ SECURITIES, INC.

INVESTORS CAPITAL CORP.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BLUEPRINT FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2019

Series 63

Date: 5/1/1995

Series 7

Date: 10/16/2002

Series 6

Date: 9/18/1995

Current Firm

BLUEPRINT FINANCIAL ADVISORS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL ADVISORS

TRUST BUT VERIFY

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