NAVIGEN, LLC
Legal name: NAVIGEN WEALTH MANAGEMENT
CRD #145458 SEC #801-114856 GREEN BAY, WI 920-676-3334
SEC Registered
Total AUM
$187.8M
Discretionary
$187.8M
Employees
2
Clients
51
Accounts
602
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| NAGEL, BRADLEY, GENE | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | E | Control |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A | |
| Nagel, Todd, William | I | MEMBER | A |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Notice Filings (3)
FL TX WI
Address
2300 RIVERSIDE DRIVEGREEN BAY, WI 54301
United States
Phone: 920-676-3334