Navpoint Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NavPoint serves individual and high-net-worth clients, with particular experience working with corporate executives and clients who hold significant assets inside employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and special-project consulting (for example, analysis related to business sales or family law matters).
The firm describes a holistic, total-portfolio approach that explicitly incorporates employer benefit plans and concentrated positions when constructing recommendations, and seeks to be cost- and tax-efficient in portfolio design. NavPoint uses a range of strategies — asset allocation, long- and short-term purchases, options, short sales and margin — and adjusts portfolios based on changing markets and client circumstances.
NavPoint is noteworthy for managing $752,158,685 in client assets while operating with a compact advisory team, and it generally requires clients to have $3 million or more in assets (though smaller accounts may be accepted). The brochure also discloses several operational features that may be less common among peers: the firm may own investments it later recommends, provides tailored hourly or fixed-fee special projects, does not vote client proxies, and acknowledges custody-related arrangements (including fee billing and third‑party standing letters) that entail additional regulatory reporting.
Client services
Expertise
Occupation focus
Fee options
Fixed fees from $500 to $20,000 annually for financial planning and related services
0% to 2% annually
$150 - $600 per hour for special projects
Account minimum: $3 million Minimum fee: Fixed fees generally range from $500 to $20,000 annually Fee-only: Financial planning fees as fixed fees; hourly charges for special projects $150 - $600 per hour
Main office
16180 Hastings Ave SE Suite 301
Prior Lake MN 55372
Advisors at this office
3
Most active in
Arizona · California · Florida · Georgia · Minnesota · New Hampshire · Pennsylvania · Tennessee · Texas · Washington · Wisconsin
Also doing business as
Financial Navigators Inc · Navpoint Financial, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Krista K
Series 66
Prior Lake, MN
Navpoint Financial, Inc.
Krista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Navpoint Financial since 2003. Krista also serves as the firm's Vice President, Chief Compliance Officer, and Corporate Secretary. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm offers discretionary investment management, comprehensive financial planning, and special-project consulting using a holistic, total-portfolio approach that emphasizes cost- and tax-efficiency.
David M
Series 63, Series 65
Prior Lake, MN
Navpoint Financial, Inc.
David Martell is a financial advisor with Navpoint Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Navpoint Financial since 1998 and serves as the firm's President and CEO. Outside of his advisory role, Martell is a member of the Planning Commission for the City of Credit River, where he advises on land use policies. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach incorporating employer benefits and concentrated positions, using a range of strategies and adjusting portfolios based on market and client needs.
Bruce C
Series 63, Series 65
Prior Lake, MN
Navpoint Financial, Inc.
Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.
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