Adam Brunin (CRD# 4407663) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 21 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navigation Wealth Management, Inc. | Fort Collins, CO | Feb 2016 - Current | 8 |
| Navigation Financial Services, Inc. | Fort Collins, CO | Nov 2004 - Current | 19 |
| Spc | Ann Arbor, MI | Jul 2006 - Feb 2016 | 9 |
| Sigma Financial Corporation | Ann Arbor, MI | Nov 2005 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management129MILLIONS
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Total Number of Accounts1,311ACCOUNTS
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Average Account Value$98,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, ID, KS, MO, TX, WY
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