Donna Nagel, financial advisor Brookfield WI
93 score

Donna Nagel

CRD 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.

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Company Name Location Dates Years
Liberty Tax Services West Allis, WI Oct 2012 - Current 4
Transamerica Financial Advisors, Inc. Brookfield, WI Jan 2012 - Current 4
Aflac Wauwatosa, WI May 2010 - Current 6
Highland Capital Brokerage Brookfield, WI Feb 2010 - Current 6
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
Contact Info for Donna M. Nagel
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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