Miguel Navarrete
Investment Adviser Representative at Advisors Asset Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Miguel Navarrete is an investment adviser representative with Advisors Asset Management, Inc. in Boerne, TX, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advisors Asset Management, IncJun 2025 – no end date reportedMonument, CO
- Advisors Asset Management, IncJun 2024 – Nov 2024Monument, CO
- Charles SchwabJan 2025 – May 2025Westlake, TX
- Schlotzsky'sAug 2016 – May 2017Elgin, TX
- Southside Market & BBQAug 2017 – Oct 2018Elgin, TX
- LowesOct 2018 – Oct 2019Bastrop, TX
- HEBOct 2019 – Aug 2020Elgin, TX
- HEBOct 2020 – Apr 2024San Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisors Asset Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 128
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Monument, CO
- SEC file number:
- 801-62731
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Advisors Asset Management, Inc.
Showing 12 of 128 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miguel Navarrete 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.
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