Adam Fisher has been Managing Partner of Wealth Navigation since September 2006, is a control person of the firm and directly owns under 5% of it.
Wealth Navigation, LLC is a Centerville, UT firm with $446M under management, 932 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- Oak Lane AdvisorsCurrent– present · 19 yearsCenterville, UT · Adviser representative · Firm CRD 140612
Investment adviser representative registrations
Adam Fisher is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2007; the most recent is Texas, in January 2022.
- TexasResidentSince 24 January 2022
- UtahSince 22 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 September 2007 |
| Series 66 | Uniform Combined State Law Examination | 20 November 2006 |
| Series 7 | General Securities Representative Examination | 6 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Craig Fisher
- CRD
- 5231886
- Firm
- Wealth Navigation · CRD 140612
- Role
- Managing Partner
- Office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, Centerville, UT 84014
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Fisher work?
Adam Fisher has been Managing Partner of Wealth Navigation, LLC since September 2006, and is a control person of the firm.
Is Adam Fisher a financial advisor?
Yes. Adam Fisher has a current investment-adviser registration in Texas and Utah, through Wealth Navigation since May 2007.
How many years of experience does Adam Fisher have?
Adam Fisher has 19 years in the financial industry, since November 2006, across 1 adviser firm.
What exams has Adam Fisher passed?
Adam Fisher has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in November 2006. FINRA credited Adam Fisher with the SIE, which began in October 2018.
Where is Adam Fisher based?
Adam Fisher’s registered office is in Centerville, UT.
Is Adam Fisher registered with FINRA?
No. Adam Fisher has no current broker registration.
How can I verify Adam Fisher’s record?
Search CRD 5231886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Fisher’s full registration record.