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Featured Business Financial Advisor in Fort Collins, CO
Fort Collins Financial Advisors
Navigation Wealth Management
3500 JFK Parkway, Suite 300
Fort Collins, CO 80525
(970) 672-1236
“Charting your financial future.”
Advisor Profile
Adam Brunin
Name:  Adam Brunin
Phone Number:  (970) 672-1236
Website:  Visit Website

About Navigation Wealth Management

Navigation Wealth Management, Inc. is currently owned and
operated by Adam Brunin. Adam entered the financial services
industry in August of 2001 after 9 years in the US Navy,
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,
Inc. was created in November of 2004. Adam shows his
passion for the investment and insurance industry by
volunteering with the National Association of Insurance and
Financial Advisors (NAIFA), and has held the position of
President Elect in his local association, NAIFA-Larimer County.
NAIFA holds Advisors to the NAIFA code of ethics to ensure high
quality in the insurance and investment industry.
 

General Information

Gender:    Male
CRD#:    4407663
Firm CRD#:    110692
Insurance License#:    124124
Name of Broker/Dealer:    Sigma Financial Corporation
States Licensed in:    CO, KS, AZ, WA, VA, FL, MO
States Willing to do Business in:   
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    7
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Annuities, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 65, Series 6, Series 63
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)
 

Compliance

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
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Flat Fee, Commissions, Hourly, Based on Assets
 
 
 
Prepared By: Adam Brunin

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