Scott Stowell (CRD# 5213276) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 17 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Navigation, LLC | Centerville, UT | Apr 2024 - Current | < 1 |
| Goldman Sachs & Company LLC | Salt Lake City, UT | Jun 2008 - Mar 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- UT
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts2,127ACCOUNTS
-
Average Account Value$143,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, MT, NV, OR, TX, UT, WA, WY
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