NAVISTA WEALTH MANAGEMENT, INC. of MINNETONKA, MN is an SEC-registered investment adviser (CRD 332373). Regulatory assets under management: $709.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert Alan Bjork | PRESIDENT AND VICE PRESIDENT | — |
| Jennifer Anne Kosola | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| Allyson Beth Pearson | DIRECTOR OF OPERATIONS | — |
| BJORK ROBERT ALAN | PRESIDENT AND VICE PRESIDENT | — |
| KOSOLA JENNIFER ANNE | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| PEARSON ALLYSON BETH | DIRECTOR OF OPERATIONS | — |