NAVPOINT FINANCIAL, INC.

PRIOR LAKE, Minnesota·3 registered advisors·CRD# 109432
SEC# 801-552290952-746-1115
01

Firm Overview

AUM
$610M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVPOINT FINANCIAL, INC.

3 registered advisors
Bruce Edwin Carlson
PRIOR LAKE, Minnesota
David Gary Martell
PRIOR LAKE, Minnesota
Krista Marie Ketelsen
PRIOR LAKE, Minnesota
05

Office Locations

PRIOR LAKE, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. NAVPOINT FINANCIAL, INC. (CRD# 109432) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.