Jacob B Nagel
Investment adviser representative at Blueprint Financial Advisors
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Blueprint Financial AdvisorsApr 2026 to now
- Marshfield Medical Center - WestonJun 2025 to now
- Sonida Senior LivingFeb 2024 to Jun 2025
- University of Wisconsin-green BaySep 2023 to May 2025
- University of Wisconsin - Green Bay Nutritional SciencesAug 2023 to May 2025
- University of Wisconsin-madison Bacteriology DepartmentMay 2021 to Aug 2021
- Unity Point Health Meriter HospitalSep 2020 to Jan 2024
- University of Wisconsin-madisonSep 2019 to May 2023
- University of Wisconsin-madison Dining ServicesAug 2019 to Mar 2020
- Lizer Lawncare and IrrigationJun 2017 to Sep 2020
- Bay Port High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 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
- 8253566
- Firm CRD
- 315570