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Owner and Executive Vice President · Navpoint Financial, Inc.

Bruce E. Carlson

CRD 1233580 · Named on Form ADV at one SEC-registered adviser

At a glance

Navpoint Financial, Inc., an SEC-registered wealth manager based in Prior Lake, MN with $752 million in regulatory assets, lists Bruce E. Carlson on its Form ADV as Owner and Executive Vice President, a control person.

Firms and roles

  • Navpoint Financial, Inc.Owner and Executive Vice PresidentWealth manager · Prior Lake, MN · $752M in regulatory assets

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.