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Adam + Brunin - Financial Advisor in Fort Collins, CO

Paladin Research Report For:

Adam Brunin

Navigation Wealth Management

AIF® NSSA®
3500 John F. Kennedy Pkwy.
Suite 300
Fort Collins, CO 80525
970-672-1236
Visit Website
https://www.navwm.com

About Adam Brunin

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

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
  • Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, 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
  • $25,000
Compensation Methods
  • Commissions, Flat Fee, Based on Assets, Hourly

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1821858/paladinregistry-navigation-wealth-management-detailed-disclosure

Disclaimer

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

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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