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Adam Brunin

Navigation Wealth Management

3500 JFK Parkway
Suite 300

Fort Collins, CO 80525
(970) 6721236

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

2004

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

12

Number of Years with Current Firm

7

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Annuities, Mutual Funds, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your home, At my office, At your office

Compliance

Registered Investment Advisor

No

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)

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

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

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Firm's Number of Clients

694

Firm's Number of Planning Clients

694

Firm's Number of Managed Clients

694

Assets Managed by Firm

90,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Hourly

Disclaimer

Advisory services are offered by Navigation Wealth Management, Inc., a Registered Investment Advisor in the State of Colorado.