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David Scott Bunnell

Navigate Private Wealth, LLC
34 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax Planning
Navigate Private Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,804 clients
Average Client Portfolio
$256K average
Assets Under Management
$462.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Charged separately

Location

12012 South 700 East, Suite 100, Draper, UT, 84020

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History

Regulatory History (1)
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Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the Chief Compliance Officer of Navigate Private Wealth, LLC, dedicating full-time hours to this role. He is also an agent at Allegis Advisor Group, LLC, an insurance agency, spending minimal time on this activity, and serves on the board of directors for Giverny Master Association as a volunteer.

Employment History
Current Registrations
Navigate Private Wealth, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Allegis Investment Services, LLCBroker
July 2016 - March 2018 · 1 yr 8 mos
Mutual Securities, INC.Broker
May 2014 - July 2016 · 2 yrs 2 mos
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Ameriprise Financial Services, INC.
December 1991 - May 2014 · 22 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 1991 - May 2014 · 22 yrs 9 mos
Ids Life Insurance CompanyBroker
August 1991 - July 2006 · 14 yrs 11 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.