Adam Edward Brunin

Employer firm

Navigation Wealth Management CRD 282640

$103M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Navigation Wealth Management, Inc.
  Fort Collins, CO
• 11/2004 → Present
  Navigation Financial Services, Inc.
  Fort Collins, CO

Previous Registrations

• 2006-07-17 → 2016-02-22
  Spc
  Fort Collins, CO
  Ann Arbor, MI
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

NAVIGATION FINANCIAL SERVICES, INC.: OFFERS FINANCIAL SERVICES, OFFERS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-14
• S63 Uniform Securities Agent State Law Examination
  2002-10-21