NAVPOINT FINANCIAL, INC. of PRIOR LAKE, MN is an SEC-registered investment adviser (CRD 109432). Regulatory assets under management: $752.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| 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 | — |