Lane Clevenger is a CFP-designated registered investment advisor, based in Joplin, MO, with 25 years of industry experience. Lane is also registered as a broker, so some compensation may come from commissions on products sold.
Location
216 S Main St., Joplin, MO, 64801
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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
Lane owns Clevenger Financial, where he works as an independent insurance agent, and also provides tax services. He is also a partner at Financial Integrators, which takes nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.Broker
State Registrations27 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.
Exams
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