Navigation Wealth Management

Navigation Wealth Management (CRD# 282640) is a financial advisory firm headquartered in Fort Collins, CO. They manage $129,328,046 in 1,311 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    1,311
    ACCOUNTS
  • Average Account Value
    $98,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, ID, KS, MO, TX, WY

Financial Advisors at Navigation Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Adam E. Brunin
CRD#: 4407663
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Adam Brunin (CRD# 4407663) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 21 years of experience in the finance industry.

2
Chris D. Davies
CRD#: 1216027
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Chris Davies (CRD# 1216027) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.

3
James W. Davies
CRD#: 5784630
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

James Davies (CRD# 5784630) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 12 years of experience in the finance industry.

4
Nicholas D. Kemp
CRD#: 6246441
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Nicholas Kemp (CRD# 6246441) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.

5
Myles P. O'reilly
CRD#: 5048874
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Myles O'reilly (CRD# 5048874) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 18 years of experience in the finance industry.

6
Cecilia C. Shepherd
CRD#: 7039855
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Cecilia Shepherd (CRD# 7039855) 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.

7
William L. Carpenter
CRD#: 7564056
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

William Carpenter (CRD# 7564056) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has 1 year of experience in the finance industry.

8
Michael D. Stevenson
CRD#: 7474406
2038 Caribou Drive, Suite 100, Fort Collins, CO 80525

Michael Stevenson (CRD# 7474406) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has 1 year of experience in the finance industry.

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