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.

Similar Advisors
Christina Abbey, financial advisor Fort Collins CO
Christina M. Abbey
CRD# 6262403
Raymond James & Associates, Inc.
Similar Advisors
Kira Aduddell, financial advisor Fort Collins CO
Kira L. Aduddell
CRD# 2218406
Edward Jones
Similar Advisors
Elizabeth Albrecht, financial advisor Fort Collins CO
Elizabeth A. Albrecht
CRD# 5790901
Wells Fargo Advisors Financial Network, LLC
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:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.