Porter Clayton has been an investment adviser representative at Wealth Navigation since June 2023, and is not listed among the firm’s executive officers or direct owners.
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 · 3 yearsIdaho Falls, ID · Adviser representative · Firm CRD 140612
Investment adviser representative registrations
Porter Clayton is registered as an investment adviser representative in Idaho, since June 2023.
- IdahoSince 1 June 2023
Examinations
No examinations are on Porter Clayton’s record.
- CRD
- 6715557
- Firm
- Wealth Navigation · CRD 140612
- Office
- 3350 S. 15th E., Idaho Falls, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Porter Clayton work?
Porter Clayton is an investment adviser representative registered through Wealth Navigation, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Porter Clayton a financial advisor?
Yes. Porter Clayton has a current investment-adviser registration in Idaho, through Wealth Navigation since June 2023.
How many years of experience does Porter Clayton have?
Porter Clayton has 3 years in the financial industry, since May 2023, across 1 adviser firm.
Where is Porter Clayton based?
Porter Clayton’s registered office is in Idaho Falls, ID.
Is Porter Clayton registered with FINRA?
No. Porter Clayton has no current broker registration.
How can I verify Porter Clayton’s record?
Search CRD 6715557 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Porter Clayton’s full registration record.