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Myles Patrick O'Reilly

Navigation Wealth Management

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About Myles Patrick O'Reilly

Myles Patrick O'Reilly is an investment advisor representative at Navigation Wealth Management. Myles Patrick O'Reilly has been in the industry since 2005 and has been with Navigation Wealth Management since 2018. Prior to joining Navigation Wealth Management, Myles Patrick O'Reilly was an advisor at VALIC FINANCIAL ADVISORS, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Myles Patrick O'Reilly is registered in Colorado. Myles Patrick O'Reilly specializes in providing financial planning, portfolio management and pension consulting services.

Firm Information

Myles O'Reilly is currently registered with Navigation Wealth Management. Navigation Wealth Management is a registered investment advisor headquartered in Fort Collins, Colorado. They offer financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $127.7 million in assets for 1,470 accounts, primarily for individuals and corporations. The firm has 9 licensed agents and 10 investment advisor representatives.
Navigation Wealth Management

2038 CARIBOU DRIVE

FORT COLLINS, CO 80525

$127.75M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Myles O'Reilly’s Registration & Firm History

CO

08/22/2018 - Present

Navigation Wealth Management (FORT COLLINS CO)

CO

03/18/2008 - 01/19/2012

VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)

MO

10/14/2006 - 01/02/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)

NJ

12/16/2005 - 06/01/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 01/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Myles Patrick O'Reilly.
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