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Current Employers
Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
WI RA APPROVED 2025-04-17
TX RA APPROVED 2025-04-15
  • FL RA
    APPROVED
    Since 2026-08-25
  • WI RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED
    Since 2025-04-15

Branch Locations

2300 Riverside Drive, Green Bay, WI 54301 • United States

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

1222 Se 47Th St, Suite 404, Cape Coral, FL 33904 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigen Wealth Management Green Bay WI 04/2008 Present
Blueprint Financial Advisors Llc Green Bay WI 04/2025 Present
  • 04/2008 → Present
    Navigen Wealth Management
    Green Bay, WI
  • 04/2025 → Present
    Blueprint Financial Advisors Llc
    Green Bay, WI
Previous Registrations
  • 2008-05-14 → 2025-05-20
    Navigen Wealth Management
    Sheboygan, WI
    Green Bay, WI
    Green Bay, WI
    Wausau, WI
    Wausau, WI
  • 2002-11-19 → 2004-04-27
    Banc One Securities Corporation
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-05
S63 Uniform Securities Agent State Law Examination 1995-05-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-05
  • S63 Uniform Securities Agent State Law Examination
    1995-05-01
Other Names
  • Brad Nagel

View on SEC IAPD

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