David Alex Bunnell

Employer firm

Navigate Private Wealth, LLC CRD 170774

$529M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ESTATE PLANNING & CONSULTING

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

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

Current Employers

Employment History

• 03/2015 → Present
  Navigate Private Wealth
  Draper, UT

Other Businesses

Common Cents; not investment-related; Bluffdale, UT; Company Cason parties, craps dealer; 11/2022; 15 hours per month for 3 months per year; 0 during securities trading hours; dealing craps at company parties

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-27

Designations

• Chartered Financial Consultant