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Alexander P Braun

Investment adviser representative at Fpnavigators
10 yearsExperience
2 statesRegistered in
CFADesignation
$355.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. FpnavigatorsOct 2024 to now
  2. Financial Planning NavigatorsSep 2024 to now
  3. Bleakley Financial GroupJun 2024 to Sep 2024
  4. UnemployedMay 2023 to Jun 2024
  5. Parametric Portfolio AdvisorsSep 2014 to Apr 2023

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Fpnavigators

Legal name: Financial Planning Navigators Corp

$355.1MAssets managed
433Clients
5Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5751175
Firm CRD
332831
Advisor's SEC record (opens in a new tab)
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