# NAVPOINT FINANCIAL, INC.

NAVPOINT FINANCIAL, INC. of PRIOR LAKE, MN is an SEC-registered investment adviser.

## Registration

- CRD: 109432
- Type: SEC-registered investment adviser
- SEC file number: 801-55229
- Location: 16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN, 55372
- Phone: 952-746-1115
- Latest filing: 2026-03-25
- Regulatory AUM: $752.2M
- Discretionary AUM: $740.1M
- Non-discretionary AUM: $12.0M
- Clients: 7
- Accounts: 945

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Cole Alexander Carlson | OWNER, RESEARCH ASSISTANT | — |
| Bruce Edwin Carlson | OWNER AND EXECUTIVE VICE PRESIDENT | — |
| David Gary Martell | OWNER, PRESIDENT & CEO | — |
| Krista Marie Ketelsen | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Ayn Elyse Carlson | OWNER, RESEARCH ASSISTANT | — |
| CARLSON TIMOTHY EDWIN | OWNER; OWNER AND EXECUTIVE VICE PRESIDENT; PRESIDENT/OWNER (+2 more) | — |
| MARTELL GARY DAVID | VICE PRESIDENT; VP; VP, CCO | — |
| MARTELL DAVID GARY | CORP SEC., OPER. MGR; CORP SEC., VP OPER.; OWNER, PRESIDENT & CEO (+2 more) | — |
| GUNDERSON KRISTA MARIE | CORPORATE SECRETARY | — |
| KETELSEN KRISTA MARIE | CORPORATE SECRETARY; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Carlson Cole Alexander | OWNER, RESEARCH ASSISTANT; RESEARCH ASSISTANT | — |
| Carlson Ayn Elyse | OWNER, RESEARCH ASSISTANT; RESEARCH ASSISTANT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109432/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109432/similar
- Related entities: https://search.stillhousedata.com/firm/109432/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109432

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.