AdFi
BB

Benjamin Bjork

Investment Adviser Representative at NAVISTA WEALTH MANAGEMENT, INC.

Minnetonka, MNCRD #6207368Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Bjork has worked in the securities industry since 2015.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/16/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 11/24/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/14/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/29/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $2,000,0000.95%
$2,000,001 to $3,000,0000.75%
$3,000,001 to $5,000,0000.65%
$5,000,001 to $10,000,0000.50%
Over $10,000,000
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navista Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVISTA WEALTH MANAGEMENT, INC.Current
9/5/2024Minnetonka, MN
BIRCH COVE GROUP, LTD.
5/16/202311/1/2024Minneapolis, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
5/18/201710/2/2024Minneapolis, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NAVISTA WEALTH MANAGEMENT, INC.

3 other advisors in the directory

View NAVISTA WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Bjork has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.