SL
Sarah Lynne Lane
CRD 6898021
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Cls Financial Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cls Financial Advisors, Inc.
Chief Compliance Officer, Secretary, Treasurer, And Financial Planner · 5% – 10% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗