Roger Nagel
Sjhl Financial Group · Mcpherson, Kansas
Roger Nagel is a fee-only financial advisor at Sjhl Financial Group in Mcpherson, Kansas, who holds the PFS credential. Sjhl Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sjhl Financial Group |
|---|---|
| Based in | Mcpherson, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.5M across 948 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NM · CRD 6998709 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | sjhl.com |
How Roger's firm compares
- Sjhl Financial Group's average account is about $184,000, from its Form ADV (assets managed divided by 948 accounts).
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Questions about Roger
Is Roger Nagel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Sjhl Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Sjhl Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roger Nagel based?
Roger Nagel is based in Mcpherson, Kansas.
What credentials does Roger Nagel hold?
Roger Nagel holds the PFS credential.
Is Roger Nagel registered with the SEC?
Yes. Roger Nagel is registered as an investment adviser representative in NM (CRD 6998709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sjhl Financial Group manage?
Sjhl Financial Group reports $174.5M across 948 accounts in assets under management.
How do I contact Roger Nagel?
Through Roger's website, sjhl.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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