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 4 years of experience in the finance industry.

Similar Advisors
Stephen Martin, financial advisor Fort Collins CO
Stephen W. Martin
CRD# 4990898
Martin Wealth Management, LLC
Score
98
Similar Advisors
Diane Alexander, financial advisor Fort Collins CO
Diane L. Alexander
CRD# 4578630
Contryman Wealth Advisors
Score
96
Similar Advisors
Sunit Bhalla, financial advisor Fort Collins CO
Sunit Bhalla
CRD# 5545383
Oaktree Financial Planning, LLC
Score
96
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
    22
    MILLIONS
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $46,490
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

CO, KS, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.