Joseph Scott Cannon
Investment adviser representative at Oak Lane Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$446.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Oak Lane AdvisorsJan 2014 to now
- Wealth Navigation LLCNov 2013 to now
- Arete Wealth Management LLCNov 2013 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (UT).
Oak Lane Advisors
Legal name: Wealth Navigation, LLC
$446.3MAssets managed
932Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4512257
- Firm CRD
- 140612