Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Owen Fisher, financial advisor Centerville UT
93 score

Owen Fisher

CRD Number: 3132848
Current Firm: Wealth Navigation Advisors

Owen Fisher (CRD# 3132848) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Orchard Securities Lehi, UT Feb 2015 - Current 1
Wealth Navigation, LLC Centerville, UT Jun 2006 - Feb 2015 8
Arete Wealth Management,llc Lake In The Hills, IL Mar 2009 - Dec 2012 3
Private Consulting Group Portland, OR Jun 2006 - Mar 2009 2
The Lincoln National Life Insurance Company Salt Lake City, UT Oct 1998 - Jun 2006 7
Lincoln Financial Advisors Corporation Salt Lake City, UT Oct 1998 - Jun 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Owen J. Fisher
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)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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