William Carpenter has been an investment adviser representative at Navigation Wealth Management since June 2022, and is not listed among the firm’s executive officers or direct owners. William Carpenter holds a B.A. in International Business from the University of Washington.
Navigation Wealth Management, Inc. is a Fort Collins, CO firm with $103M under management, 962 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Bill Carpenter is Attorney and Investment Advisor Representative of Navigation Wealth Management. He has practiced law since 1977 and for the past 30 years has focused on estate planning, probate and long term care issues, along with a variety of personal injury cases. He is joining the firm as a financial planner.
- Navigation Wealth ManagementCurrent– present · 4 yearsFort Collins, CO · Adviser representative · Firm CRD 282640
Investment adviser representative registrations
William Carpenter is registered as an investment adviser representative in Colorado, since June 2022.
- ColoradoSince 7 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Louis Carpenter
- CRD
- 7564056
- Firm
- Navigation Wealth Management · CRD 282640
- Office
- 2038 CARIBOU DRIVE, SUITE 100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navwm.com
Where does William Carpenter work?
William Carpenter is an investment adviser representative registered through Navigation Wealth Management, Inc. since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is William Carpenter a financial advisor?
Yes. William Carpenter has a current investment-adviser registration in Colorado, through Navigation Wealth Management since June 2022.
How many years of experience does William Carpenter have?
William Carpenter has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has William Carpenter passed?
William Carpenter passed the Series 65 in May 2022.
Where is William Carpenter based?
William Carpenter’s registered office is in Fort Collins, CO.
Is William Carpenter registered with FINRA?
No. William Carpenter has no current broker registration.
How can I verify William Carpenter’s record?
Search CRD 7564056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Carpenter’s full registration record.
