Roger Nagel has been an investment adviser representative at SJHL Financial Services since May 2025, and is not listed among the firm’s executive officers or direct owners. Roger Nagel holds a Bachelor of Business Administration in Accounting from Wichita State University.
SJHL Financial Services, LLC is a McPherson, KS firm with $175M under management, 385 clients and 5 advisers across 7 offices, as of its September 2026 filing.
Roger Nagel's areas of concentration at SJHL are advisory services, including general business management and operations, and tax and personal financial planning. Nagel's previous experience includes production scheduling at The Coleman Company and positions at Touche, Ross and Co - CPAs (KC), Montano and Co. - CPAs, Burt, Wright and Co. - CPAs, BPRW - CPAs, Burt and Nagel, CPAs, and Nagel CPAs, LLC.
Roger Nagel’s longest registration was 7 years at Archer Investment Corporation (2018–2025). Before joining SJHL Financial Services in 2025, Roger Nagel was registered through Archer Investment Corporation.
- SJHL Financial GroupCurrent– present · 1 yearRio Rancho, NM · Adviser representative · Firm CRD 285946
- Archer Investment Corporation– · 7 yearsRio Rancho, NM · Adviser representative · Firm CRD 136403
Professional designations
Listed by SJHL Financial Services
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Management Accountant (CMA)
- Chartered Global Management Accountant (CGMA)
Investment adviser representative registrations
Roger Nagel is registered as an investment adviser representative in New Mexico, since May 2025.
- New MexicoSince 27 May 2025
Examinations
No examinations are on Roger Nagel’s record.
- Full name
- Roger Clifton Nagel
- CRD
- 6998709
- Firm
- SJHL Financial Services · CRD 285946
- Office
- 2240 Grande Blvd, SE, Suite 103, Rio Rancho, NM 87124
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sjhl.com
Where does Roger Nagel work?
Roger Nagel is an investment adviser representative registered through SJHL Financial Services, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Roger Nagel a financial advisor?
Yes. Roger Nagel has a current investment-adviser registration in New Mexico, through SJHL Financial Services since May 2025.
How many years of experience does Roger Nagel have?
Roger Nagel has 8 years in the financial industry, since August 2018, across 2 adviser firms.
Where is Roger Nagel based?
Roger Nagel’s registered office is in Rio Rancho, NM.
Is Roger Nagel registered with FINRA?
No. Roger Nagel has no current broker registration.
How can I verify Roger Nagel’s record?
Search CRD 6998709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roger Nagel’s full registration record.
