Daniel Lane
Daniel Lane is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Andover, OH, with 24 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Andover, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this activity. He is also a part owner of Financial Management Strategies, Inc., a financial professional at Vision Wealth Management LLC, and a founding partner of Pillar Financial Group LLC, dedicating about a quarter of his time to Vision Wealth Management LLC and about a quarter of his time to Pillar Financial Group LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Financial Management Strategies, INC.
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.