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George N
CFP®, Series 63
St. Charles, MO
OSAIC
George Nagel is a CFP® professional with 47 years of experience in the financial industry. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. Since 1982, he has also been involved with Oak Tree Financial Group, Inc., where he sells miscellaneous insurance policies and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.
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