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William Louis Carpenter

Navigation Wealth Management

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About William Louis Carpenter

William Carpenter is an Investment Advisor Representative associated with Navigation Wealth Management and has been in the industry since January 1978. William Carpenter is registered with the state of Colorado. William Carpenter holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. William Carpenter works with individual investors, high-net-worth individuals, corporations or other businesses, charitable organizations, and is also a lawyer. William Carpenter's firm Navigation Wealth Management is a registered investment advisor based in Fort Collins, Colorado, providing financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

William Carpenter is currently registered with Navigation Wealth Management. Navigation Wealth Management is a registered investment advisor headquartered in Fort Collins, Colorado. They offer financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $127.7 million in assets for 1,470 accounts, primarily for individuals and corporations. The firm has 9 licensed agents and 10 investment advisor representatives.
Navigation Wealth Management

2038 CARIBOU DRIVE

FORT COLLINS, CO 80525

$127.75M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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William Carpenter’s Registration & Firm History

CO

01/01/2025 - Present

Navigation Wealth Management (FORT COLLINS CO)

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Licenses & Designations

IA

Issued 05/20/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Louis Carpenter.
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