Unclaimed Profile

Justin Ross Ladden

NAVIGATE 401K, LLC·BIRMINGHAM, Alabama

SIE, Series 6, Series 63, Series 65Clean record13 years registeredNAVIGATE 401K, LLC

ONE INDEPENDENCE PLAZA, BIRMINGHAM, AL 35209CRD# 5364628Firm CRD# 309466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Ross Ladden · BIRMINGHAM, AL

Registration

CRD #5364628 · NAVIGATE 401K, LLC · 13 years registered

Brand Profile

Not yet started

Career History

NAVIGATE 401K, LLC

Jul 2024 – present

KREATIV RETIREMENT PLAN SOLUTIONS

Oct 2017 – Jul 2024

BIRMINGHAM, AL

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

Feb 2015 – Sep 2017

VESTAVIA, AL

MML INVESTORS SERVICES, LLC

Jun 2013 – Jan 2015

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 18, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVIGATE 401K, LLC

CRD 309466 · SEC 801-119101

AUM

$132M

Regulatory assets under management

Employees

11 client accounts

Services offered by NAVIGATE 401K, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at NAVIGATE 401K, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Ross Ladden offer?

Justin Ross Ladden specializes in Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Justin Ross Ladden's credentials?

Justin Ross Ladden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Ross Ladden located?

Justin Ross Ladden is based in BIRMINGHAM, Alabama, working with NAVIGATE 401K, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Justin Ross Ladden charge for services?

Justin Ross Ladden's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVIGATE 401K, LLC?

NAVIGATE 401K, LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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