Matthew Meuli has been an investment adviser representative at Navigation Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- Navigation Wealth ManagementCurrent– present · 2 yearsFort Collins, CO · Adviser representative · Firm CRD 282640
Investment adviser representative registrations
Matthew Meuli is registered as an investment adviser representative in Colorado, since May 2024.
- ColoradoSince 1 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7911263
- Firm
- Navigation Wealth Management · CRD 282640
- Office
- 2038 CARIBOU DRIVE, SUITE 100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Meuli work?
Matthew Meuli is an investment adviser representative registered through Navigation Wealth Management, Inc. since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Meuli a financial advisor?
Yes. Matthew Meuli has a current investment-adviser registration in Colorado, through Navigation Wealth Management since May 2024.
How many years of experience does Matthew Meuli have?
Matthew Meuli has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Matthew Meuli passed?
Matthew Meuli passed the Series 65 in April 2024.
Where is Matthew Meuli based?
Matthew Meuli’s registered office is in Fort Collins, CO.
Is Matthew Meuli registered with FINRA?
No. Matthew Meuli has no current broker registration.
How can I verify Matthew Meuli’s record?
Search CRD 7911263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Meuli’s full registration record.
