AdamBrunin- Financial Advisor Fort Collins, CO

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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

CRD#

4407663

Firm CRD#

282640

Insurance License#

124124

Name of Broker/Dealer

Name of Custodial Firm

TD Ameritrade Inst.

States Licensed in

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

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$124,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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

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.html

Disclaimer

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

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Paladin Research Report For:

Adam Brunin

Navigation Wealth Management