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Bruce Edwin Carlson

NAVPOINT FINANCIAL, INC.·PRIOR LAKE, Minnesota
SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 65Clean record27 years registeredNAVPOINT FINANCIAL, INC.
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN 55372CRD# 1233580Firm CRD# 109432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Edwin Carlson · PRIOR LAKE, MN
Registration
CRD #1233580 · NAVPOINT FINANCIAL, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

NAVPOINT FINANCIAL, INC.
Jan 2014 – present
NAVPOINT FINANCIAL, INC.
Sep 1998 – Dec 2007
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 28
Series 63
Series 65
Registration record
First registered · September 29, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NAVPOINT FINANCIAL, INC.
CRD 109432 · SEC 801-55229
AUM
$610M
Regulatory assets under management
Employees
6
224 client accounts
Services offered by NAVPOINT FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NAVPOINT FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Bruce Edwin Carlson offer?
Bruce Edwin Carlson specializes in Financial Planning, Investment Management. Contact their office in PRIOR LAKE, Minnesota for a consultation.
What are Bruce Edwin Carlson's credentials?
Bruce Edwin Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Edwin Carlson located?
Bruce Edwin Carlson is based in PRIOR LAKE, Minnesota, working with NAVPOINT FINANCIAL, INC.. Their office serves clients in the PRIOR LAKE metropolitan area and surrounding communities.
How does Bruce Edwin Carlson charge for services?
Bruce Edwin Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVPOINT FINANCIAL, INC.?
NAVPOINT FINANCIAL, INC. has approximately 6 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NAVPOINT FINANCIAL, INC.

David Gary Martell
PRIOR LAKE, MN
Krista Marie Ketelsen
PRIOR LAKE, MN

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