Scott Stowell
Investment adviser representative at Oak Lane Advisors
18 yearsExperience
1 stateRegistered in
$446.3MFirm assets
7 yearsFirm in business
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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
18 years in the industry.
- Oak Lane AdvisorsApr 2024 to now
- Wealth Navigation, LLCApr 2024 to now
- Goldman Sachs & Co. LLCJun 2008 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2024
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
- 5213276
- Firm CRD
- 140612