Stan Emery, financial advisor Fort Collins CO
90 score

Stan Emery

CRD 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.

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Company Name Location Dates Years
Navigation Wealth Management, Inc. Fort Collins, CO Apr 2016 - Current < 1
Navigation Financial Services, Inc. Fort Collins, CO Jul 2012 - Current 4
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
Contact Info for Stan C. Emery
Phone Number: 970-672-1236
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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