Gary Nagel
Gary Nagel is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Gladstone, MO, with 55 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
7514 N Oak Trafficway, Ste. B, Gladstone, MO, 64118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an independent insurance agent for various companies, dedicating minimal time to this. He also serves on several boards, including Wycliffe USA, Servant Foundation, Deerbrook Community Association, and Colonial Presbyterian Church, and is an advisory rep of a RIA (CIRA).
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
First Heartland Capital, INC.Broker
Wealth Management Group of Kc, INC.
Royal Alliance Associates, INC.Broker
Primeline Securities CORP.Broker
Sentra Securities CorporationBroker
Titan Capital CorporationBroker
Integrated Resources Equity CorporationBroker
Nml Equity Services, INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations9 states
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.