Myles O'reilly, financial advisor Fort Collins CO

Myles O'reilly

CRD Number: 5048874
Current Firm: Navigation Wealth Management

Myles O'reilly (CRD# 5048874) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Navigation Wealth Management, Inc. Fort Collins, CO Aug 2018 - Current 3
Navigation Financial Services, Inc. Fort Collins, CO Jul 2018 - Current 3
Retirement Wealth Advisors, Inc. Fort Collins, CO Oct 2014 - Aug 2018 3
O'reilly Financial, LLC Fort Collins, CO Jan 2012 - Jul 2018 6
Horter Investment Management, LLC Cincinnati, OH Jul 2012 - Aug 2014 2
Strategic Investment Advisors Fort Collins, CO Jan 2012 - Oct 2012 < 1
Brookstone Capital Management LLC Fort Collins, CO Jan 2012 - Jul 2012 < 1
Valic Financial Advisors, Inc. St Louis, MO Mar 2008 - Jan 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Myles P. O'reilly
Phone Number: 970-672-1236
Firm Website: http://www.navwm.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    1,199
    ACCOUNTS
  • Average Account Value
    $104,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CO, KS, TX, WY

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