DM
DM

David Gary Martell

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
229 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$643.6M

Fee Structure

Minimum Investment:$3M
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Location

16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the President and CEO of NavPoint Financial, Inc. and a member of the Planning Commission for the City of Credit River, advising on land use policies and development activities, dedicating minimal time outside trading hours.

Employment History
Current Registrations
Navpoint Financial, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Capital Management Securities, INC.Broker
December 1996 - June 2016 · 19 yrs 6 mos
State Registrations4 states
AZMNPATX
Advisor
Exams
No exam information available for this advisor.