Owner, Research Assistant · Navpoint Financial, Inc.
Cole A. Carlson
CRD 7820590 · 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 Cole A. Carlson on its Form ADV as Owner, Research Assistant.
Firms and roles
- Navpoint Financial, Inc.Owner, Research AssistantWealth manager · Prior Lake, MN · $752M in regulatory assets
AtlasMembers
Cole’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bruce E. CarlsonOwner and Executive Vice President, Navpoint Financial, Inc.
- David G. MartellOwner, President & CEO, Navpoint Financial, Inc.
- Krista M. KetelsenVice President, Chief Compliance Officer, Navpoint Financial, Inc.
- Ayn E. CarlsonOwner, Research Assistant, Navpoint Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.