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Adam Brunin
from Navigation Wealth Management
Adam Brunin is a financial advisor based in Colorado, Fort Collins,
with 22 years of experience. Adam currently works for
Navigation Wealth Management.
Adam maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Brunin works at Navigation Wealth Management
Navigation Wealth Management is a financial advisory firm based in Fort Collins, Colorado. It currently has approximately $129,328,046 of assets under management and employs about 8 people. Navigation Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and referral fees
Office location
2038 Caribou Drive, Suite 100, Fort Collins, Colorado, 80525
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