Bradley Nagel is a registered investment advisor at Blueprint Financial Advisors, based in Green Bay, WI, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,298 clients
Average Client Portfolio
$155K average
Assets Under Management
$201.5M
Fee Structure
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
2300 Riverside Drive, Green Bay, WI, 54301
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2013Final
Employment History
Current Registrations
Blueprint Financial Advisors
April 2025 - Present · 1 yr
Previous Registrations
Navigen Wealth Management
May 2008 - May 2025 · 17 yrs
Banc One Securities Corporation
November 2002 - April 2004 · 1 yr 5 mos
Banc One Securities CorporationBroker
October 2000 - April 2004 · 3 yrs 6 mos
M&i Brokerage Services, INC.Broker
April 1999 - September 2000 · 1 yr 5 mos
Lifeusa Securities, INC.Broker
September 1998 - April 1999 · 7 mos
Investors Capital CORP.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Metlife Securities INC.Broker
September 1995 - January 1996 · 4 mos
Metropolitan Life Insurance CompanyBroker
September 1995 - January 1996 · 4 mos
State Registrations2 states
TXWI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.