Unclaimed Profile

Adam Edward Brunin

NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, Colorado

SIE, Series 6, Series 63, Series 6520 years registeredNAVIGATION WEALTH MANAGEMENT, INC.

2038 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 4407663Firm CRD# 282640

Profile Verification

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

Identity

Adam Edward Brunin · FORT COLLINS, CO

Registration

CRD #4407663 · NAVIGATION WEALTH MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

NAVIGATION WEALTH MANAGEMENT

Apr 2016 – present

SPC

Jul 2006 – Feb 2016

FORT COLLINS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 17, 2006

Years registered · 20

Disclosure History

2024Customer Dispute·Settled

2022Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NAVIGATION WEALTH MANAGEMENT, INC.

CRD 282640 · SEC 801-119615

AUM

$140M

Regulatory assets under management

Employees

1,427 client accounts

Services offered by NAVIGATION WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAVIGATION WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Adam Edward Brunin offer?

Adam Edward Brunin specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Adam Edward Brunin's credentials?

Adam Edward Brunin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Edward Brunin located?

Adam Edward Brunin is based in FORT COLLINS, Colorado, working with NAVIGATION WEALTH MANAGEMENT, INC.. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Adam Edward Brunin charge for services?

Adam Edward Brunin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVIGATION WEALTH MANAGEMENT, INC.?

NAVIGATION WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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