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VERIFIEDAdam Brunin
Navigation Wealth Management
2038 Caribou Dr.
Unit 100
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.
See Disclosures
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
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Our Office
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®, NSSA®
Securities Licenses
Series 63, Series 65
Insurance and Annuity Licenses
Life, Health, Annuity, Variable Annuity, Variable Life, Disability
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
50000
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1821858/retirementplanning-Navigation-Wealth-Management-detailed-disclosure.html
Disclaimer
Advisory services are offered by Navigation Wealth Management, Inc., an SEC Registered Investment Advisor.