VETTED

Adam Brunin

AIF^®, NSSA^®

Tel: 970-672-1236 2038 Caribou Dr. Unit 100 Fort Collins, CO 80525

About Navigation Wealth Management

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

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:

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 Investment Advisor:

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 & Memberships

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)

Services

Investment Types:

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Video Conference, Our Office

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Based on Assets, Hourly, Flat Fee, Commissions

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

Total Assets Under Management by Advisor:

$92,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

Additional Detailed Disclosures

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

Disclaimer

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

20 Years of Experience

CRD# 4407663 Firm CRD# 282640Insurance License# 124124Series 63, 65

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsHave a clean record

Criminal Disclosures in Last 5 yearsHave a clean record