Donna NagelCRD Number: 3187852
Current Firm: Transamerica Financial Advisors, Inc.
Donna Nagel (CRD# 3187852) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brookfield, WI and has over 17 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Liberty Tax Services||West Allis, WI||Oct 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Brookfield, WI||Jan 2012 - Current||5|
|Aflac||Wauwatosa, WI||May 2010 - Current||6|
|Highland Capital Brokerage||Brookfield, WI||Feb 2010 - Current||7|
|Natl. Guardian Life Ins.||Madison, WI||May 2007 - Current||9|
|World Financial Group||Brookfield, WI||Jun 2001 - Current||15|
|Investment Advisors International||Whitehouse, WI||Mar 2009 - Jan 2012||2|
|World Group Securities, Inc.||Oakbrook, IL||Apr 2002 - Jan 2012||9|
|West Coast Life||Birmingham, AL||Jan 2010 - May 2011||1|
|Radisson West||Wauwatosa, WI||Apr 2002 - Jun 2009||7|
|City First||Not Given, UT||Sep 2002 - Mar 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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