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Matthew Meuli

Navigation Wealth Management

Fort Collins, CO

CRD 7911263

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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:

Current Employers
Navigation Wealth Management

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-01
  • CO RA
    APPROVED
    Since 2024-05-01

Branch Locations

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigation Wealth Management Fort Collins CO 05/2024 Present
Meuli Law Office Pc Windsor CO 09/2013 Present
Other Businesses

MEULI LAW OFFICE PC; NON INVESTMENT RELATED; FOUNDER/OWNER; LEGAL SERVICES; WINDSOR, CO; START DATE 09/2013; APPROXIMATELY 95% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-05
Other Names
  • Matt Meuli

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Nearby Investors

RALPH TALBERT SHINN
Karl W Harman
John Michael Booton

Nearby Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

More in Fort Collins, CO

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