NAVPOINT FINANCIAL, INC.
CRD #109432 SEC #801-55229 PRIOR LAKE, MN 952-746-1115
SEC Registered
Total AUM
$643.6M
Discretionary
$625.6M
Employees
7
Clients
101
Accounts
221
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GUNDERSON, KRISTA, MARIE | I | CORPORATE SECRETARY | NA | |
| GUNDERSON, KRISTA, MARIE | I | CORPORATE SECRETARY | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | CORPORATE SECRETARY | NA | |
| KETELSEN, KRISTA, MARIE | I | CORPORATE SECRETARY | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | CORPORATE SECRETARY | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KETELSEN, KRISTA, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., OPER. MGR | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., OPER. MGR | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., VP OPER. | NA | Control |
| MARTELL, DAVID, GARY | I | CORP SEC., OPER. MGR | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, DAVID, GARY | I | PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP, CCO | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP, CCO | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP, CCO | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VP | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| MARTELL, GARY, DAVID | I | VICE PRESIDENT | NA | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CCO | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CCO | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, BRUCE, EDWIN | I | PRESIDENT/OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER | E | Control |
| MARTELL, DAVID, GARY | I | OWNER, PRESIDENT & CEO | D | Control |
| MARTELL, DAVID, GARY | I | OWNER, PRESIDENT & CEO | D | Control |
| MARTELL, DAVID, GARY | I | OWNER, PRESIDENT & CEO | D | Control |
| Carlson, Ayn, Elyse | I | RESEARCH ASSISTANT | B | |
| Carlson, Ayn, Elyse | I | OWNER, RESEARCH ASSISTANT | B | |
| Carlson, Ayn, Elyse | I | OWNER, RESEARCH ASSISTANT | B | |
| Carlson, Cole, Alexander | I | RESEARCH ASSISTANT | B | |
| Carlson, Cole, Alexander | I | OWNER, RESEARCH ASSISTANT | B | |
| Carlson, Cole, Alexander | I | OWNER, RESEARCH ASSISTANT | B | |
| CARLSON, BRUCE, EDWIN | I | OWNER AND EXECUTIVE VICE PRESIDENT | A | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER AND EXECUTIVE VICE PRESIDENT | A | Control |
| CARLSON, BRUCE, EDWIN | I | OWNER AND EXECUTIVE VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (14)
AZ CA FL GA IA IL MI MN NH PA TN TX WA WI
Address
16180 HASTINGS AVE SE SUITE 301PRIOR LAKE, MN 55372
United States
Phone: 952-746-1115