Mark H. Burgon

NAVIGATE PRIVATE WEALTH

Draper, UT 84020

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CRD#: 4217852

Professional summary

Mark Harold Burgon, CFP® is a registered financial advisor currently at NAVIGATE PRIVATE WEALTH, LLC located in Draper, Utah.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

. NAVIGATE PRIVATE WEALTH, LLC, START: 05/03/2014, 12012 S. 700 EAST STE. 100 DRAPER, UT 84020, RIA, AGENT, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. ALLEGIS ADVISOR GROUP, LLC, START: 08/01/14, 10235 S. JORDAN GATEWAY #420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Harold Burgon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

May 7, 2014 - Present

NAVIGATE PRIVATE WEALTH, LLC

Office #1: 12012 South 700 East Suite 100, Draper, UT 84020

RIA

CRD#: 170774

Draper, UT

Past

July 1, 2016 - August 13, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

IDAHO FALLS, ID

Past

May 2, 2014 - July 1, 2016

MUTUAL SECURITIES, INC.

CRD#: 13092

Layton, UT

Past

August 1, 2000 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LAYTON, UT

Past

July 10, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 10, 2000 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAYTON, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/3/2015)

IAR

Utah
(5/7/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2000

General Securities Representative Examination

Current Firm

NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

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Contact information

Main Address

12012 South 700 East Suite 100, Draper, UT 84020

Mailing Address

Phone number

(801) 676-4588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,804
AUM (Assets Under Management)	$ 462,565,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark H. Burgon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Harold Burgon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGIS INVESTMENT SERVICES, LLC

MUTUAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

NAVIGATE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2000

SIE

Date: 8/13/2018

Series 7

Date: 7/8/2000

Current Firm

NAVIGATE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVIGATE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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