William Louis Carpenter
Investment adviser representative at Navigation Wealth Management
48 yearsExperience
1 stateRegistered in
$103.2MFirm assets
5 yearsFirm in business
Are you William Louis Carpenter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
48 years in the industry.
- Navigation Wealth ManagementMay 2022 to now
- William L Carpenter Law, LLCJan 1978 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Navigation Wealth Management
Legal name: Navigation Wealth Management, Inc.
$103.2MAssets managed
962Clients
8Advisers
5 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
- 7564056
- Firm CRD
- 282640