NAVPOINT FINANCIAL, INC.

PRIOR LAKE, Minnesota·6 registered advisors·CRD# 109432
SEC# 801-552290952-746-1115
01

Firm Overview

AUM
$610M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
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.

6 registered advisors
Ayn Elyse Carlson
PRIOR LAKE, Minnesota
Bruce Edwin Carlson
PRIOR LAKE, Minnesota
Cole Alexander Carlson
PRIOR LAKE, Minnesota
David Gary Martell
PRIOR LAKE, Minnesota
Gary David Martell
PRIOR LAKE, Minnesota
Krista Marie Ketelsen
PRIOR LAKE, Minnesota
05

Office Locations

PRIOR LAKE, Minnesota
6 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.