Anne Lane
Anne Lane is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lakewood Ranch, FL, with 38 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6710 Professional Pkwy, Ste 320, Lakewood Ranch, FL, 34240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anne is an independent insurance broker for Liberty Bankers Life, selling fixed annuities since 2005. She also owns Lane Tax Preparation Services, spending a few hours per week on this business.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Lane&associates Financial Services, INC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mariner Financial Services, INC.Broker
Wma Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.