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NAVPOINT FINANCIAL, INC.

PRIOR LAKE, MN · CRD 109432 · IAPD ↗ · navpoint-financial.com · 952-746-1115

$752.2MRegulatory AUM
7Advisory reps
7Employees
6Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — NAVPOINT FINANCIAL, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.