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Oak Lane Advisors CRD 140612
$446M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-21 |
Branch Locations
3350 S. 15Th E., Idaho Falls, ID 83406 • United States
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Navigation, Llc Dba Oak Lane Advisors | Centerville | UT | 01/2025 | Present |
| Nathan Riggs, Cpa, Pllc | Ammon | ID | 01/2021 | Present |
| Cooper Norman | Idaho Falls | ID | 12/2015 | 09/2024 |
| Edge Financial Group, Llc | Idaho Falls | ID | 10/2024 | Present |
1) EDGE FINANCIAL GROUP, LLC; ACCOUNTING, BOOKEEPING AND TAX RETURN SERVICES, START DATE 10/2024, TIME SPENT 120-160 HOURS PER MONTH 2) EDGE FINANCIAL ADVISORS, LLC; MARKETING ENTITY FOR CO-BRANDING, START DATE 1/2025, TIME SPENT, 0 HOURS PER MONTH 2) NATHAN RIGGS, CPA; CPA FIRM, START DATE 1/2021, TIME SPENT, 8 HOURS PER MONTH 3) MEAT PACKING AFFILIATES, LLC; NON MANAGING MEMBER, PASSIVE INTEREST, TIME SPENT 0 HOURS PER MONTH
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