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Paladin Research Report For:

Adam Brunin

Navigation Wealth Management

AIF®NSSA®
2038 Caribou Dr.
Unit 100
Fort Collins, CO 80525
970-672-1236

About Adam Brunin

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

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

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.