Tyson McDonald has been an investment adviser representative at Wealth Navigation since May 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 yearsIdaho Falls, ID · Adviser representative · Firm CRD 140612
Investment adviser representative registrations
Tyson McDonald is registered as an investment adviser representative in Idaho, since May 2024.
- IdahoSince 6 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7872025
- Firm
- Wealth Navigation · CRD 140612
- Office
- 3350 S. 15th E., Idaho Falls, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Tyson McDonald work?
Tyson McDonald is an investment adviser representative registered through Wealth Navigation, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tyson McDonald a financial advisor?
Yes. Tyson McDonald has a current investment-adviser registration in Idaho, through Wealth Navigation since May 2024.
How many years of experience does Tyson McDonald have?
Tyson McDonald has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Tyson McDonald passed?
Tyson McDonald passed the Series 65 in May 2024.
Where is Tyson McDonald based?
Tyson McDonald’s registered office is in Idaho Falls, ID.
Is Tyson McDonald registered with FINRA?
No. Tyson McDonald has no current broker registration.
How can I verify Tyson McDonald’s record?
Search CRD 7872025 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyson McDonald’s full registration record.