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: | 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 |
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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. |
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Additional Detailed Disclosures |
Disclaimer |
| Advisory services are offered by Navigation Wealth Management, Inc., an SEC 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
| 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 |
| Discover |
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