| Advisor Profile |
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| Name: |
Adam Brunin |
| Phone Number: |
(970) 672-1236 |
| Website: |
Visit Website
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Advisory services are offered by Navigation Wealth Management, Inc., an SEC Registered Investment Advisor. |
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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 |
| Years of Experience in Financial Services: |
20
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| States Licensed in: |
CO, KS, AZ, WA, VA, FL, MO
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| Name of Custodial Firm: |
TD Ameritrade Inst.
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| Number of Years with Current Firm: |
5
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| Insurance License#: |
124124
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
N/A
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Our Office, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
AIF®, NSSA®
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| Securities Licenses: |
Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
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Firm Information |
| Assets Managed by Firm: |
$124,000,000
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| Assets Managed by Advisor: |
$92,000,000
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| Advisor's Number of Clients: |
446
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| Firm's Number of Clients: |
803
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| Advisor's Number of Planning Clients: |
446
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| Advisor's Number of Managed Clients: |
446
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| Firm's Number of Planning Clients: |
803
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| Firm's Number of Managed Clients: |
803
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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