Oak Lane Advisors

Oak Lane Advisors (CRD# 140612) is a financial advisory firm headquartered in Centerville, UT. They manage $305,164,237 in 2,127 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014
https://twitter.com/wealthnav
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    2,127
    ACCOUNTS
  • Average Account Value
    $143,472
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, MT, NV, OR, TX, UT, WA, WY

Financial Advisors at Oak Lane Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Cannon, financial advisor Centerville UT
Joseph S. Cannon
CRD#: 4512257
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

Joseph Cannon (CRD# 4512257) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 20 years of experience in the finance industry.

2
Larry Clayton, financial advisor Centerville UT
Larry T. Clayton
CRD#: 6710449
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

Larry Clayton (CRD# 6710449) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.

3
Adam Fisher, financial advisor Centerville UT
Adam C. Fisher
CRD#: 5231886
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

Adam Fisher (CRD# 5231886) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 17 years of experience in the finance industry.

4
Tanner Johnson, financial advisor Centerville UT
Tanner K. Johnson
CRD#: 6625073
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

Tanner Johnson (CRD# 6625073) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.

5
Michael Jones, financial advisor Centerville UT
Michael S. Jones
CRD#: 4966708
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

Michael Jones (CRD# 4966708) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 18 years of experience in the finance industry.

6
Porter Clayton, financial advisor Idaho Falls ID
Porter Clayton
CRD#: 6715557
3350 S. 15th E., Idaho Falls, ID 83406

Porter Clayton (CRD# 6715557) is an Investment Advisor Representative working at Oak Lane Advisors in Idaho Falls, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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