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Paladin Research Report For:

Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300
Fort Collins, CO 80525
970-672-1236

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

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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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