Jennifer Nagle, financial advisor La Salle IL

Jennifer Nagle

CRD Number: 6583430
Current Firm: Principal Securities, Inc.

Jennifer Nagle (CRD# 6583430) is an Investment Advisor Representative working at Principal Securities, Inc. in La Salle, IL and has over 7 years of experience in the finance industry. Jennifer Nagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
John Anderson, financial advisor La Salle IL
John H. Anderson
CRD# 1043348
Lpl Financial LLC
Similar Advisors
Eric Arkins, financial advisor La Salle IL
Eric S. Arkins
CRD# 4432620
Commonwealth Financial Network
Similar Advisors
Bradley Armstrong, financial advisor La Salle IL
Bradley J. Armstrong
CRD# 1507864
Armstrong & Associates, Inc.
Professional Designations
Company Name Location Dates Years
Wayland Financial Group Lasalle, IL Oct 2022 - Current 1
Principal Life Insurance Company Lasalle, IL Mar 2022 - Current 2
Principal Securities Inc. Lasalle, IL Mar 2022 - Current 2
Pruco Securities, LLC Ottawa, IL May 2021 - Mar 2022 < 1
The Prudential Insurance Company Of America Ottawa, IL May 2021 - Mar 2022 < 1
Lpl Financial LLC Princeton, IL Nov 2015 - May 2021 5
Heartland Bank And Trust Company Princeton, IL Nov 2015 - May 2021 5
Nrg Media Ottawa, IL Mar 2015 - Nov 2015 < 1
La Salle County Broadcasting Oglesby, IL Aug 2004 - Mar 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Jennifer A. Nagle
Phone Number: 888-774-6267
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.