Wealth Navigation Advisors

Wealth Navigation Advisors (CRD# 140612) is a financial advisory firm headquartered in Centerville, UT. They manage $159,512,749 in 986 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $161,778
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealth Navigation Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Joseph S. Cannon
CRD#: 4512257
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Joseph Cannon (CRD# 4512257) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 17 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.

2
Jacob P. Cazier
CRD#: 6904198
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Jacob Cazier (CRD# 6904198) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 2 years of experience in the finance industry.

3
Larry T. Clayton
CRD#: 6710449
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Larry Clayton (CRD# 6710449) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 3 years of experience in the finance industry.

4
Adam C. Fisher
CRD#: 5231886
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Adam Fisher (CRD# 5231886) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 14 years of experience in the finance industry.

5
Tanner K. Johnson
CRD#: 6625073
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Tanner Johnson (CRD# 6625073) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 4 years of experience in the finance industry.

6
Michael S. Jones
CRD#: 4966708
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Michael Jones (CRD# 4966708) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 15 years of experience in the finance industry.

7
Stephen R. Swensen
CRD#: 2885578
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014

Stephen Swensen (CRD# 2885578) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.