BC
BC

Bruce Edwin Carlson

41 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

Bruce is the owner of NavPoint Financial, Inc. and involved with Westwood Point Investments LLC (family investments). He also works as an outside consultant for law firms and provides business consulting on an as-needed basis.

Employment History
Current Registrations
Navpoint Financial, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Navpoint Financial, INC.
September 1998 - December 2007 · 9 yrs 3 mos
Capital Management Securities, INC.Broker
January 1984 - June 2016 · 32 yrs 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.