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Director of Operations · Navista Wealth Management, Inc.

Allyson B. Pearson

CRD 5539716 · Named on Form ADV at one SEC-registered adviser

At a glance

Navista Wealth Management, Inc., an SEC-registered wealth manager based in Minnetonka, MN with $710 million in regulatory assets, lists Allyson B. Pearson on its Form ADV as Director of Operations, a control person.

Firms and roles

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Allyson’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert A. BjorkPresident and Vice President, Navista Wealth Management, Inc.
  • Jennifer A. KosolaChief Compliance Officer/managing Director, Navista Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allyson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.