Scott Stowell has been an investment adviser representative at Wealth Navigation since April 2024, 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 · 2 yearsCenterville, UT · Adviser representative · Firm CRD 140612
Investment adviser representative registrations
Scott Stowell is registered as an investment adviser representative in Utah, since April 2024.
- UtahSince 24 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 April 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 December 2006 |
| Series 7 | General Securities Representative Examination | 1 December 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5213276
- Firm
- Wealth Navigation · CRD 140612
- Office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, Centerville, UT 84014
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Stowell work?
Scott Stowell is an investment adviser representative registered through Wealth Navigation, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Scott Stowell a financial advisor?
Yes. Scott Stowell has a current investment-adviser registration in Utah, through Wealth Navigation since April 2024.
How many years of experience does Scott Stowell have?
Scott Stowell has 19 years in the financial industry, since December 2006, across 1 adviser firm.
What exams has Scott Stowell passed?
Scott Stowell has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2006. FINRA credited Scott Stowell with the SIE, which began in October 2018.
Where is Scott Stowell based?
Scott Stowell’s registered office is in Centerville, UT.
Is Scott Stowell registered with FINRA?
No. Scott Stowell has no current broker registration.
How can I verify Scott Stowell’s record?
Search CRD 5213276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Stowell’s full registration record.