Joseph Cannon, financial advisor Centerville UT
61 score

Joseph Cannon

CRD Number: 4512257
Current Firm: Wealth Navigation Advisors

Joseph Cannon (CRD# 4512257) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 14 years of experience in the finance industry. Joseph Cannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Navigation LLC Salt Lake City, UT Nov 2013 - Current 4
Arete Wealth Management LLC Schaumburg, IL Nov 2013 - Current 4
Northwestern Mutual Wealth Managment Company Milwaukee, WI May 2010 - Oct 2013 3
Northwestern Mutual Investment Services, LLC Clearfield, UT Aug 2008 - Oct 2013 5
Northwestern Mutual Investment Services LLC Milwaukee, WI Apr 2002 - Oct 2013 11
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2001 - Oct 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph S. Cannon
Phone Number: 801-335-8200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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