Curtis Lane is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 23 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location
450 Regency Parkway, Suite 400, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
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Criminal
August 1967Final Disposition
Employment History
Current Registrations
D.A. Davidson & CO.
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Smith Hayes Advisers INC
July 2003 - July 2016 · 13 yrs
State Registrations1 state
NE
Advisor
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.
Exams
No exam information available for this advisor.
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