Stan EmeryCRD Number: 3076959
Current Firm: Navigation Wealth Management
Stan Emery (CRD# 3076959) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 5 years of experience in the finance industry.
Martin Wealth Management, LLC
Contryman Wealth Advisors
Oaktree Financial Planning, LLC
|Navigation Wealth Management, Inc.||Fort Collins, CO||Apr 2016 - Current||1|
|Navigation Financial Services, Inc.||Fort Collins, CO||Jul 2012 - Current||5|
|Sigma Financial Corporation||Ann Arbor, MI||Jun 2014 - Apr 2016||1|
|Spc||Ann Arbor, MI||Jun 2014 - Apr 2016||1|
|Ing Financial Partners Inc.||Fort Collins, CO||Jul 2012 - Jun 2014||1|
|Transamerica Financial Advisors, Inc.||Fort Collins, CO||Sep 2009 - Jul 2012||2|
|Intersecurities, Inc.||Fort Collins, CO||Jan 2002 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management22MILLIONS
Total Number of Accounts478ACCOUNTS
Average Account Value$46,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, KS, TX
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