Navpoint Financial, Inc.

Navpoint Financial, Inc. (CRD# 109432) is a financial advisory firm headquartered in Prior Lake, MN. They manage $609,574,657 in 224 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372
https://www.navpoint-financial.com
By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $2,721,315
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MN, NH, PA, TN, TX, WA

Financial Advisors at Navpoint Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bruce Carlson, financial advisor Prior Lake MN
Bruce E. Carlson
CRD#: 1233580
16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372

Bruce Carlson (CRD# 1233580) is an Investment Advisor Representative working at Navpoint Financial, Inc. in Prior Lake, MN and has over 40 years of experience in the finance industry.

2
Krista Ketelsen, financial advisor Prior Lake MN
Krista M. Ketelsen
CRD#: 4674252
16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372

Krista Ketelsen (CRD# 4674252) is an Investment Advisor Representative working at Navpoint Financial, Inc. in Prior Lake, MN and has over 20 years of experience in the finance industry.

3
David Martell, financial advisor Prior Lake MN
David G. Martell
CRD#: 2816882
16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372

David Martell (CRD# 2816882) is an Investment Advisor Representative working at Navpoint Financial, Inc. in Prior Lake, MN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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