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Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

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.

General Information

Firm Start Year

2016

No.of Employees

5-9

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

20

Number of Years with Current Firm

5

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities, Retirement Planning

Services

Investment Types

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

Can meet clients in the following ways

Our Office, Your Office, Video Conference

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

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®, NSSA®, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity

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

Hourly

Disclaimer

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