NF
NAVY FEDERAL INVESTMENT SERVICES, LLC
SEC RegisteredYou Deserve the Future You Want
VIENNA, VAhttps://navyfederal.org/investment-services703-206-1517
Assets Under Management
$1B–$5B
Employees
206
Office Locations
29 offices
Total Accounts
8783
About the firm
Navy Federal Investment Services offers financial planning, investment tools and strategies, life insurance, and estate planning services. Financial advisors are available by phone, virtually, and on-site in more than 150 branches nationwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Areas of expertise
Financial PlanningInvestmentsLife InsuranceEstate PlanningPortfolio ManagementRetirement Planning
Services
Financial planning, investments (including online portfolio management and investment tools and strategies), life insurance, and estate planning.
Who they serve
Navy Federal Credit Union members
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,093 | $1.7B |
| High Net Worth Individuals | 331 | $423M |
0 total clients reported on Form ADV.
Leadership
Patricia Partridge Wood
CHIEF OPERATING OFFICER
Mark Ferris Dempsey
CHIEF COMPLIANCE OFFICER / AVP COMPLIANCE
Xiaoning Han Gunn
FINOP
Office locations
29 offices in 10 states
VA
VIENNAHQ
VA
VIENNA
CA
SAN DIEGO
VA
NORFOLK
CA
SAN DIEGO
MD
ANNAPOLIS
VA
SPRINGFIELD
WA
SILVERDALE
VA
VIENNA
DC
WASHINGTON
MD
LEXINGTON PARK
CA
OCEANSIDE
VA
STAFFORD
CT
GROTON
GA
SAINT MARYS
RI
NEWPORT
HI
KAILUA
VA
VIRGINIA BEACH
MD
ROCKVILLE
FL
WINTER PARK
VA
CENTREVILLE
VA
RESTON
FL
PENSACOLA
FL
TAMPA
VA
CHESAPEAKE
FL
PENSACOLA
FL
JACKSONVILLE
CA
SAN DIEGO
VA
VIRGINIA BEACH
Advisors at this firm
Showing 100 of 159
Spencer H Adkisson
Investment Adviser Representative
Matthew Bruce Aitchison
Investment Adviser Representative
Faress Alakwaa
Investment Adviser Representative
Christopher L Albonetti
Investment Adviser Representative
Donald Orin Andrus
Investment Adviser Representative
Lisa Aubel
Investment Adviser Representative
Shreeva Aylor
Investment Adviser Representative
Tomeka Lasha Brown
Investment Adviser Representative
Sabrina C Baker
Investment Adviser Representative
James A Barnes
Investment Adviser Representative
Brandon Herbert Baum
Investment Adviser Representative
Jacob Tyler Benson
Investment Adviser Representative
Sofia Viotto Biggs
Investment Adviser Representative
Heather Rose Bitner
Investment Adviser Representative
Ashley Rae Boles
Investment Adviser Representative
Kevin Bernard Bowman
Investment Adviser Representative
William Richard Bowman
Investment Adviser Representative
Leviticus Brown
Investment Adviser Representative
Alex Brumback
Investment Adviser Representative
Patrick Boyd Bryant
Investment Adviser Representative
Taran Jordan Burrell
Investment Adviser Representative
Robin L Caldwell
Investment Adviser Representative
Thomas Natale Cannistra
Investment Adviser Representative
Norberto Mauricio Carmona
Investment Adviser Representative
James Michael Carrigan
Investment Adviser Representative
Adam Donald Cartwright
Investment Adviser Representative
Sijal Chudal
Investment Adviser Representative
Monica Comer
Investment Adviser Representative
William H Copeland
Investment Adviser Representative
Norine Correa
Investment Adviser Representative
Carlos Frederico Coutinho Maia
Investment Adviser Representative
Mark Ellis Crabtree
Investment Adviser Representative
Thomas Joseph Crafa
Investment Adviser Representative
Jay P Curtis
Investment Adviser Representative
Tommy Burrell Davis
Investment Adviser Representative
William Michael Dale
Investment Adviser Representative
Irena V Davydova Forquer
Investment Adviser Representative
Michael Bayard Descamp
Investment Adviser Representative
Xiomara Elizabeth Diaz
Investment Adviser Representative
Travis Ryan Dixon
Investment Adviser Representative
Aaron M Donaldson
Investment Adviser Representative
Brian Zachary Evans
Investment Adviser Representative
Christian Robert Early
Investment Adviser Representative
Selena Marie Edrosa
Investment Adviser Representative
Mark S Estep
Investment Adviser Representative
Bryan Daniel Etheridge
Investment Adviser Representative
Brian Franklin
Investment Adviser Representative
Samantha Abigail Felger
Investment Adviser Representative
Jeffrey B Fleuriot
Investment Adviser Representative
Patricia Osuna Flores
Investment Adviser Representative
Alicia Genise Fouser
Investment Adviser Representative
Kari Kristen Foust
Investment Adviser Representative
Jeremy Daniel Fowler
Investment Adviser Representative
Richard Jaime Garcia
Investment Adviser Representative
Hourieh Ghasripour
Investment Adviser Representative
Tilysha McKenney Gleason
Investment Adviser Representative
Graham Goeddel
Investment Adviser Representative
Frank Gutierrez
Investment Adviser Representative
Frank Agyei Gyesaw
Investment Adviser Representative
Richard William Horner Jr
Investment Adviser Representative
Bruce V Horng
Investment Adviser Representative
Robin Melody Hue
Investment Adviser Representative
Tina Renee Haines -Anglin
Investment Adviser Representative
David E Hammond
Investment Adviser Representative
Curtis Clark Harris IV
Investment Adviser Representative
Elijah Hawkes
Investment Adviser Representative
Michael Audley Hay
Investment Adviser Representative
Tempeste Joi Wallace Hernandez
Investment Adviser Representative
Kathryn Cecilia Hill
Investment Adviser Representative
Luke Corliss Hinkle
Investment Adviser Representative
Michaela Belle Hintz
Investment Adviser Representative
Langley H Holley
Investment Adviser Representative
Dominique Ayana Hopkins
Investment Adviser Representative
Cristina Elizabeth Hughes
Investment Adviser Representative
James R Jackson
Investment Adviser Representative
Patrick Jackson
Investment Adviser Representative
Kellie L Johnson
Investment Adviser Representative
Kent Allen Johnson
Investment Adviser Representative
Warren John Johnson
Investment Adviser Representative
Andrew Eric Jurnovoy
Investment Adviser Representative
Norbert Joseph Karczewski
Investment Adviser Representative
Amy Renee Karsko
Investment Adviser Representative
Meagan A Kim
Investment Adviser Representative
Teresa E King
Investment Adviser Representative
Steven Robert Ludwig
Investment Adviser Representative
Vincent Lafata
Investment Adviser Representative
Anabelle L Lassiter
Investment Adviser Representative
Sabrina Prescott Lee
Investment Adviser Representative
Thomas Edward Leechin
Investment Adviser Representative
Britton London
Investment Adviser Representative
Tyler Wade Lovett
Investment Adviser Representative
Cole Luther
Investment Adviser Representative
John Bowers McConnell
Investment Adviser Representative
Kent Eric Miller
Investment Adviser Representative
Max Lionel Molina III
Investment Adviser Representative
Andrea Lynn Mack
Investment Adviser Representative
Adam Mastin
Investment Adviser Representative
Gil Patrick Matro
Investment Adviser Representative
Regina Ann Mayhew
Investment Adviser Representative
Natan McKenzie
Investment Adviser Representative
Regulatory & compliance
CRD number
#138459
SEC Number
801-68067
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $50,000
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.07% |
| Next $250,000 | 1.00% |
| Next $500,000 | 0.91% |
| Next $1M | 0.82% |
| Over $2M | 0.68% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Phone
703-206-1517Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NAVY FEDERAL INVESTMENT SERVICES, LLC 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 the SEC or FINRA websites before making any decision.