Roger Clifton Nagel
Investment adviser representative at Sjhl Financial Group
19 yearsExperience
1 stateRegistered in
PFSDesignation
$174.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Sjhl Financial GroupMay 2025 to now
- Sjhl Financial Services, LLCMay 2025 to now
- Swindoll, Janzen, Hawk & Loyd, LLPNov 2024 to now
- Archer Investment CorporationAug 2018 to now
- Nagel Cpas, LLCAug 2007 to Nov 2024
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NM).
Sjhl Financial Group
Legal name: Sjhl Financial Services, LLC
$174.5MAssets managed
385Clients
12Advisers
4 yearsIn 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
- 6998709
- Firm CRD
- 285946