Wealth Navigation Advisors

Wealth Navigation Advisors (CRD# 140612) is a financial advisory firm headquartered in Centerville, UT. They manage $62,000,000 in 522 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $118,774
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
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.

CA, ID, TX, UT, WA

Financial Advisors at Wealth Navigation Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Adam C. Fisher
CRD#: 5231886
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
93
Wealthminder
score

Adam Fisher (CRD# 5231886) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 11 years of experience in the finance industry.

2
Michael S. Jones
CRD#: 4966708
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
93
Wealthminder
score

Michael Jones (CRD# 4966708) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 12 years of experience in the finance industry.

3
Kenneth B. Ogzewalla
CRD#: 5052910
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
93
Wealthminder
score

Kenneth Ogzewalla (CRD# 5052910) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 11 years of experience in the finance industry.

4
Jason R. Wilde
CRD#: 6205441
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
89
Wealthminder
score

Jason Wilde (CRD# 6205441) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 4 years of experience in the finance industry.

5
Dennis S. McMillan
CRD#: 5126963
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
83
Wealthminder
score

Dennis McMillan (CRD# 5126963) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 11 years of experience in the finance industry.

6
Joseph S. Cannon
CRD#: 4512257
1148 W. Legacy Crossing Blvd, Suite 300, Centerville, UT 84014
61
Wealthminder
score

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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.