Luke Patrick Nagell
Investment adviser representative at Gallatin River Capital LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Luke Patrick Nagell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Gallatin River Capital LLCAug 2026 to now
- Jpl Wealth Management, LLCNov 2023 to Aug 2026
- Goldman Sachs Personal Financial ManagementOct 2019 to Nov 2023
- United CapitalAug 2018 to Jul 2019
- Wealthsource PartnersDec 2016 to Aug 2018
- Credere GroupSep 2016 to Dec 2016
- Gallatin River CapitalNov 2011 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gallatin River Capital LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5239324
- Firm CRD
- 341317