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NAGEL-and-Associates,-LLC

     
       
    
User TypeAdvisor
Entity NameNAGEL & Associates, LLC
Member since07/11/2008
SEC Registration #145458
Minimum Invetsment Required0.0
Assets Under Managment0.0
    

Contact Details

 
    
LocationGreen Bay, Wisconsin
Address2111 North Gate Road
Postal Code54313
CountryUnited States
Phone888-624-3596
Fax888-624-3596
Web Site
    

Summary

    
NAGEL & Associates, LLC is a Registered Investment Advisory firm located in Green Bay, WI. We focus on managing investments primarily using Exchange Trades Funds (ETFs). Our firm recognizes the distinct advantage of keeping costs and taxes low when investing on behalf of its clients. The investment process of the company blends professional investment management with indexing. This approach provides our clients with the highest probability of investment success given most money managers underperform the market.

In an uncertain investment world flooded with conflicts of interest, our firm is the perfect choice to manage your portfolio. Our clients are our shareholders and we have a vested interest in their long term investment success.

Please contact us at 888.624.3596 for more information.

    

Discuss NAGEL-and-Associates,-LLC

       
       


       
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Financial Advisors in the area

    
    
    
   
 Name Location  Net Rating 
 Cedarwinds Investment Management L  Milwaukee  WI 1
 NAGEL & Associates, LLC  Green Bay  WI 1
 HOLLAND FINANCIAL SERVICES LLC  Milwaukee  WI 1
 The Appleton Group LLC  Appleton  WI 0
 Kult Wealth Management Group LLC  Elm Grove  WI 0
 Network Planning Advisors L.L.C.  Milwaukee  WI 0
 Johnson Asset Management Inc  Racine  WI 0
 Equity Design Advisors LLC  Wausau  WI 0
 Morgan Kenwood Advisors LLC  Greendale  WI 0
 Capital Investment Services of Amer  Milwaukee  WI 0
    
       
       

More Information

Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

       
IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association
       
   
       
       
       

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