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Adam Brunin, AIF®, NSSA®
Navigation Wealth Management

Tel: 970-672-1236
3500 John F. Kennedy Pkwy.
Suite 300
Fort Collins, CO 80525
Navigation Wealth Management | Financial Advisor in Fort Collins ,CO

Charting your financial future.


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.

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General Information

Firm Start Year:   2016
No. of Employees:   5-9
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
Number of Years with Current Firm:   5
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Services

Investment Types:   Annuities, Insurance, Stocks, Bonds, Options & Futures, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Our Office, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, 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:   $25,000
Compensation Methods:   Commissions, Flat Fee, Based on Assets, Hourly

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.

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


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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