Green Bay, WI Office

Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Navigen Wealth Management since 2008 prior to joining Blueprint Financial Advisors in 2025. Blueprint Financial Advisors is an SEC-registered multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment framework that utilizes trend-following and momentum rules to build globally diversified portfolios across multiple asset classes.

Jacob Nagel is a financial advisor at Blueprint Financial Advisors in Green Bay, WI, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience in healthcare and academic institutions, including Marshfield Medical Center and the University of Wisconsin-Green Bay. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a globally diversified investment approach with a proprietary strategic-and-tactical framework.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Navigen Wealth Management. Outside of his advisory role, Versey is a co-owner of Vital Safety Systems, a video and security camera business, and owns and operates a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofit entities, using a globally diversified investment approach with a proprietary strategic-and-tactical framework.