Michael Shane Wooten
Investment adviser representative at Navy Federal Investment Services, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Navy Federal Investment Services, LLCApr 2024 to now
- Navy Federal Financial Group, LLCApr 2024 to now
- UnemployedJan 2024 to Apr 2024
- Charles Schwab & Co., Inc.Oct 2021 to Jan 2024
- USAA Investment Management CompanyJan 2018 to Jun 2020
- USAA Financial Advisors, IncMay 2011 to Sep 2021
- USAA Financial Planning ServicesMay 2011 to Sep 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 5138136
- Firm CRD
- 138459