Navpoint Financial, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 109432
- SEC number
- 801-55229
- Firm type
- RIA
- Assets under management
- $752.2M as of Mar 25, 2026
- Website
- www.navpoint-financial.com ↗
- Phone
- 952-746-1115
- Address
- 16180 Hastings Ave Se Suite 301, Prior Lake, MN, 55372
Advisors at this firm
3 in our index · page 1 of 1
-
Bruce Edwin CarlsonCRD 1233580 · Prior Lake, MNIA Registered
-
Krista Marie KetelsenCRD 4674252 · Prior Lake, MNIA Registered
-
David Gary MartellCRD 2816882 · Prior Lake, MNIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 109432 ↗
FINRA BrokerCheck record for firm CRD 109432 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.