Unclaimed Profile

Owen John Fisher

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah

Clean recordWEALTH NAVIGATION, LLC

1148 W. LEGACY CROSSING BLVD, CENTERVILLE, UT 84014CRD# 3132848Firm CRD# 140612

Profile Verification

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

Identity

Owen John Fisher · CENTERVILLE, UT

Registration

CRD #3132848 · WEALTH NAVIGATION, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Owen John Fisher is a registered financial advisor based in CENTERVILLE, Utah, affiliated with WEALTH NAVIGATION, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH NAVIGATION, LLC

OAK LANE ADVISORS

AUM

$305M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH NAVIGATION, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3132848

Firm CRD# 140612

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Owen John Fisher offer?

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

What are Owen John Fisher's credentials?

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

Where is Owen John Fisher located?

Owen John 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 Owen John Fisher charge for services?

Owen John 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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