Douglas Reifel has been Wealth Management Advisor/Member of Navigo Wealth Management since December 2019, is a control person of the firm and directly owns between 5% and 10% of it. Douglas Reifel holds a BS in Organizational Leadership and Supervision from Purdue University and an MS in Human Resources Management (MBA) from Purdue University.
Navigo Wealth Management, LLC is a firm with $130M under management, 155 clients and 6 advisers across 6 offices, as of its April 2026 filing.
Doug Reifel is Wealth Management Advisor of Navigo Wealth Management. He joined the firm in early 2020 after a career as a global Human Resources executive in the Oil and Gas industry. He helps individuals prepare for and navigate their transition into and through retirement.
Professional designations
Listed by Navigo Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Douglas Reifel is registered as an investment adviser representative in Texas, since January 2020.
- TexasSince 24 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Douglas Thomas Reifel
- CRD
- 7196789
- Firm
- Navigo Wealth Management · CRD 146265
- Role
- Wealth Management Advisor/Member
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navigowealth.com
Where does Douglas Reifel work?
Douglas Reifel has been Wealth Management Advisor/Member of Navigo Wealth Management, LLC since December 2019, and is a control person of the firm.
Is Douglas Reifel a financial advisor?
Yes. Douglas Reifel has a current investment-adviser registration in Texas, through Navigo Wealth Management since January 2020.
How many years of experience does Douglas Reifel have?
Douglas Reifel has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Douglas Reifel passed?
Douglas Reifel passed the Series 65 in January 2020.
Is Douglas Reifel registered with FINRA?
No. Douglas Reifel has no current broker registration.
Is Douglas Reifel a CFP?
Navigo Wealth Management lists Douglas Reifel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Douglas Reifel’s record?
Search CRD 7196789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Reifel’s full registration record.
