Larry Troy Clayton

Employer firm

Oak Lane Advisors CRD 140612

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2016
  Financial Advisory Services
  Idaho Falls, ID
• 12/2016 → 02/2018
  Waddell & Reed, Inc.
  Idaho Falls, ID
• 09/2016 → 02/2018
  Waddell & Reed, Inc.
  Idaho Falls, ID
• 02/2018 → Present
  Wealth Navigation Advisors
  Salt Lake City, UT
• 03/2018 → 03/2020
  Arete Wealth Management Llc
  Chicago, IL
• 05/2004 → Present
  Advanced Profit Analysis
  Idaho Falls, ID

Previous Registrations

• 2017-03-07 → 2018-02-23
  Waddell & Reed
  Idaho Falls, ID
  Seattle, WA

Other Businesses

1) BMT INVESTMENTS LLC, IDAHO FALLS, ID, START DATE 01/2001, INVESTMENT RELATED: N ,LLC, MANAGER, 8 HRS/MO, 0 SEC HR. 2) STEALTH INVESTMENTS, LLC, IDAHO FALLS, ID, START DATE 1/2006, INVESTMENT RELATED: N ,LLC, MANAGER, 4 HRS/MO, 0 SEC HR. 3) ADVANCED PROFIT ANALYSIS, IDAHO FALLS, ID, START DATE 5/2004, INVESTMENT RELATED: N, S CORP, PRESIDENT, 100 HRS/MO, 80 SEC HRS. 4)HOPEFUL HAULING, IDAHO FALLS, ID, START DATE 2/2012, INVESTMENT RELATED: N, LLC, MEMBER, 4 HRS/MO, 0 SEC HR. 5) VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, IDAHO FALLS, ID, START DATE 2/2017, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 6) EDGE FINANCIAL ADVISORS, LLC; MARKETING ENTITYFOR CO-BRANDING, START DATE 1/2022, TIME SPENT, 1 HOUR PER MONTH 7) RUFFRIDERS, LLC, INVESTMENT CLUB, START DATE 1/2020, TIME SPENT APPROXIMATLEY 2-4 HOURS PER MONTH, 8) C CREW, LLC, PARTNER OF INVESTING GROUP BELONGING TO RELATIVES, START DATE 1/2019, TIME SPENT IS LESS THAN 1 HOUR PER MONTH 9) PARTNER OF EDGE HOLDINGS, ENTITY USED FOR REAL ESTATE, START DATE 1/2021,TIME SPENT IS LESS THEN 1 HOUR PER MONTH. 10) CANNON GENETICS, DAIRY ANIMAL GENETICS COMPANY, START DATE 1/2017, NO TIME SPENT, MINORITY OWNER. 11), EDGE FINANCIAL GROUP, LLC; ACCOUNTING, BOOKEEPING AND TAX RETURN SERVICES, START DATE 1/2021.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07

Other Names

• L Troy Clayton
• Troy Clayton