Navigen Wealth Management

Navigen Wealth Management (CRD# 145458) is a financial advisory firm headquartered in Green Bay, WI. They manage $72,391,129 in 246 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $294,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Navigen Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Brian J. Versey
CRD#: 3140847
Sheboygan, WI
93
Wealthminder
score

Brian Versey (CRD# 3140847) is an Investment Advisor Representative working at Navigen Wealth Management in Sheboygan, WI and has over 18 years of experience in the finance industry.

2
Leslie Hultgren
CRD#: 5332720
1329 Grand Ave. Suite 1a, Port Washington, WI 53074
90
Wealthminder
score

Leslie Hultgren (CRD# 5332720) is an Investment Advisor Representative working at Navigen Wealth Management in Port Washington, WI and has over 5 years of experience in the finance industry.

3
Bradley G. Nagel
CRD#: 2586673
677 Baeten Road, Suite 250, Green Bay, WI 54304
73
Wealthminder
score

Bradley Nagel (CRD# 2586673) is an Investment Advisor Representative working at Navigen Wealth Management in Green Bay, WI and has over 21 years of experience in the finance industry.

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