Unclaimed Profile

Adam Craig Fisher

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah

SIE, Series 7, Series 24, Series 6619 years registeredWEALTH NAVIGATION, LLC

1222 W. LEGACY CROSSING BLVD, CENTERVILLE, UT 84014CRD# 5231886Firm CRD# 140612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Craig Fisher · CENTERVILLE, UT

Registration

CRD #5231886 · WEALTH NAVIGATION, LLC · 19 years registered

Brand Profile

Not yet started

Career History

OAK LANE ADVISORS

May 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 22, 2007

Years registered · 19

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH NAVIGATION, LLC

CRD 140612 · SEC 801-116880

AUM

$305M

Regulatory assets under management

Employees

2,127 client accounts

Services offered by WEALTH NAVIGATION, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH NAVIGATION, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Craig Fisher offer?

Adam Craig Fisher specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Utah for a consultation.

What are Adam Craig Fisher's credentials?

Adam Craig Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Craig Fisher located?

Adam Craig Fisher is based in CENTERVILLE, Utah, working with WEALTH NAVIGATION, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.

How does Adam Craig Fisher charge for services?

Adam Craig Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH NAVIGATION, LLC?

WEALTH NAVIGATION, LLC has approximately 6 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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