David Scott 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

• 05/2014 → Present
  Navigate Private Wealth Llc
  Draper, UT
• 07/2016 → 03/2018
  Allegis Investment Services
  Draper, UT

Previous Registrations

• 1991-12-23 → 2014-05-06
  Ameriprise Financial Services, Llc
  South Jordan, UT
  Draper, UT

Other Businesses

1. NAVIGATE PRIVATE WEALTH, LLC, START: 05/02/2014, 12012 S 700 EAST STE. 100 DRAPER, UT 84020, RIA, CHEIF COMPLIANCE OFFICER, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. ALLEGIS ADVISOR GROUP, LLC, START: 07/01/14, 10235 S. JORDAN GATEWAY #420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 3. Giverny Master Association., Board of Directors; NIR; Neighborhood HOA. It is a volunteer position.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-22
• S63 Uniform Securities Agent State Law Examination
  1991-06-17

Other Names

• Scott Bunnell