Navigation Wealth Management

Navigation Wealth Management (CRD# 282640) is a financial advisory firm headquartered in Fort Collins, CO. They manage $22,222,388 in 478 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, KS, TX

Financial Advisors at Navigation Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Adam E. Brunin
CRD#: 4407663
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
93
Wealthminder
score

Adam Brunin (CRD# 4407663) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 14 years of experience in the finance industry.

2
James W. Davies
CRD#: 5784630
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
90
Wealthminder
score

James Davies (CRD# 5784630) 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.

3
Stan C. Emery
CRD#: 3076959
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
90
Wealthminder
score

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.

4
Nicholas D. Kemp
CRD#: 6246441
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
88
Wealthminder
score

Nicholas Kemp (CRD# 6246441) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 2 years of experience in the finance industry.

5
Andrew P. Logue
CRD#: 6406025
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
88
Wealthminder
score

Andrew Logue (CRD# 6406025) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 2 years of experience in the finance industry.

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