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Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

Charting your financial future.

About Navigation Wealth Management

Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations.

Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.

General Information

Firm Start Year

2016

No.of Employees

5-9

CRD#

4407663

Firm CRD#

282640

Insurance License#

124124

Name of Broker/Dealer

N/A

Name of Custodial Firm

TD Ameritrade Inst.

States Licensed in

CO, KS, AZ, WA, VA, FL, MO

Years of Experience in Financial Services

20

Number of Years with Current Firm

5

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Options & Futures, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, At my office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF), NSSA®, AIF®

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Disability, Annuity, Variable Life, Health, Life, Variable Annuity, Long Term Care

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Firm's Number of Clients

803

Firm's Number of Planning Clients

803

Firm's Number of Managed Clients

803

Assets Managed by Firm

$124,000,000

Advisor's Number of Clients

446

Advisor's Number of Managed Clients

446

Advisor's Number of Planning Clients

446

Assets Managed by Advisor

$92,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets

Disclaimer

Advisory services are offered by Navigation Wealth Management, Inc., an SEC Registered Investment Advisor.