wiseradvisor

Adam Brunin
Navigation Wealth Management

Tel: (970) 672-1236
3500 JFK Parkway
Suite 300
Fort Collins, CO 80525

Charting your financial future.

Navigation Wealth Management | Financial Advisor in Fort Collins ,CO

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.


General Information

Firm Start Year:   2004
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:   7
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, At your office


Qualifications & Memberships

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)


Firm Information

Firm's Number of Clients:   694
Firm's Number of Planning Clients:   694
Firm's Number of Managed Clients:   694
Assets Managed by Firm:   90,000,000


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 and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Commissions, Flat Fee, Based on Assets, Hourly



Disclaimer

Advisory services are offered by Navigation Wealth Management, Inc., a Registered Investment Advisor in the State of Colorado.

Adam Brunin

Adam Brunin

AIF

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM