Navigen Wealth Management

Navigen Wealth Management (CRD# 145458) is a financial advisory firm headquartered in Green Bay, WI. They manage $169,306,068 in 568 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2300 Riverside Drive, Green Bay, WI 54301
http://www.navigenwealth.com
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $298,074
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, WI

Financial Advisors at Navigen Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Nagel, financial advisor Green Bay WI
Bradley G. Nagel
CRD#: 2586673
2300 Riverside Drive, Green Bay, WI 54301

Bradley Nagel (CRD# 2586673) is an Investment Advisor Representative working at Navigen Wealth Management in Green Bay, WI and has over 28 years of experience in the finance industry.

2
Brian Versey, financial advisor Green Bay WI
Brian J. Versey
CRD#: 3140847
2300 Riverside Drive, Green Bay, WI 54301

Brian Versey (CRD# 3140847) is an Investment Advisor Representative working at Navigen Wealth Management in Green Bay, WI and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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