Navpoint Financial, Inc.

Krista Ketelsen is a financial advisor with Navpoint Financial, Inc. in Prior Lake, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Navpoint Financial since 2003 and previously spent 13 years at Capital Management Securities, Inc. Navpoint Financial, Inc. provides investment management and comprehensive financial planning services to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach integrates employer-sponsored benefit plans and concentrated positions, employing a combination of fundamental, technical, and cyclical analysis along with varied trading strategies tailored to client objectives.

David Martell is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at NavPoint Financial since 1998 and previously was with Capital Management Securities, Inc. from 1996 to 2016. Outside of his advisory role, he serves on the Planning Commission for the City of Credit River. NavPoint Financial, Inc. provides investment management, comprehensive financial planning, and special-project advisory services to individuals, trusts, and plan participants. The firm serves both high-net-worth and non-high-net-worth clients, managing approximately $644 million across 229 client relationships with a seven-advisor team. Their investment approach integrates a client’s total financial picture, including employer-sponsored benefit plans and concentrated positions, with a focus on tax efficiency and liquidity, employing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.

Bruce Carlson is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at NavPoint Financial since 1998 and previously spent over three decades at Capital Management Securities, Inc. Outside of advising, Carlson serves as president and board member of his local homeowners association and is a volunteer high-performance driving instructor for BMW car clubs. NavPoint Financial, Inc. offers investment management and comprehensive financial planning to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm employs a holistic investment approach that integrates employer-sponsored benefit plans and concentrated positions, utilizing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.