Joseph
Cannon
Oak Lane Advisors
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About this Advisor
Joseph Cannon is a certified financial planner based out of Centerville, Utah with a total of 9 years of industry experience. Cannon is currently employed by Oak Lane Advisors. Throughout their career, Cannon has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Managment Company, Wealth Navigation LLC and Arete Wealth Management LLC. Cannon has a Series 63 license, qualifying them as a securities agent, and is approved to work in Utah. Oak Lane Advisors is a financial advisory firm based in Centerville, UT. The investment advisory business has a total of six financial advisors. It manages $259 million in total assets among its 1,876 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,876 client accounts, 36% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on which service is offered. However, fee types billed by Oak Lane Advisors likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Lane Advisors Brokerage Details
$258,680,189
6
1,876
$137,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Cannon Work History
Joseph has been registered as a financial advisor for 9 years.*
Wealth Navigation LLC
Arete Wealth Management LLC
Northwestern Mutual Wealth Managment Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Cannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Lane Advisors
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
