Adam Brunin has been President/Chief Compliance Officer of Navigation Wealth Management since January 2016, is a control person of the firm and directly owns 75% or more of it.
Navigation Wealth Management, Inc. is a Fort Collins, CO firm with $103M under management, 962 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Adam Brunin is Founder and President of Navigation Wealth Management, based in Fort Collins, Colorado. He established the firm in 2005 and serves as asset manager for its portfolios, with involvement in portfolio construction, investment research and strategic planning. He entered financial services in 2001 after nine years in the United States Navy submarine community.
Adam Brunin’s longest registration is the current one, 10 years at Navigation Wealth Management since 2016. Before joining Navigation Wealth Management in 2016, Adam Brunin was registered through SPC.
- Navigation Wealth ManagementCurrent– present · 10 yearsFort Collins, CO · Adviser representative · Firm CRD 282640
- SPC– · 9 yearsFort Collins, CO · Adviser representative · Firm CRD 110692
Professional designations
Listed by Navigation Wealth Management
- Accredited Investment Fiduciary® (AIF®)
- National Social Security Advisor® (NSSA®)
Investment adviser representative registrations
Adam Brunin is registered as an investment adviser representative in 2 states. The first approvals date from April 2016; the most recent is Texas, in May 2016.
- ColoradoSince 5 April 2016
- TexasSince 24 May 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Adam Edward Brunin
- CRD
- 4407663
- Firm
- Navigation Wealth Management · CRD 282640
- Role
- President/Chief Compliance Officer
- Office
- 2038 CARIBOU DRIVE, SUITE 100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navwm.com
Where does Adam Brunin work?
Adam Brunin has been President/Chief Compliance Officer of Navigation Wealth Management, Inc. since January 2016, and is a control person of the firm.
Is Adam Brunin a financial advisor?
Yes. Adam Brunin has a current investment-adviser registration in Colorado and Texas, through Navigation Wealth Management since April 2016.
How many years of experience does Adam Brunin have?
Adam Brunin has 20 years in the financial industry, since August 2006, across 2 adviser firms.
What exams has Adam Brunin passed?
Adam Brunin has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2001. FINRA credited Adam Brunin with the SIE, which began in October 2018.
Where did Adam Brunin work before Navigation Wealth Management?
Before Navigation Wealth Management, Adam Brunin was registered through SPC, July 2006 to February 2016.
Where is Adam Brunin based?
Adam Brunin’s registered office is in Fort Collins, CO.
Is Adam Brunin registered with FINRA?
No. Adam Brunin has no current broker registration.
How can I verify Adam Brunin’s record?
Search CRD 4407663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Brunin’s full registration record.