Adam Craig Fisher
Investment adviser representative at Oak Lane Advisors
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Oak Lane AdvisorsMay 2007 to now
- Wealth Navigation, LLCSep 2006 to now
- Arete Wealth Management, LLCMar 2009 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 5231886
- Firm CRD
- 140612