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Chief Compliance Officer, Secretary, Treasurer, and Financial Planner · CLS Financial Advisors, Inc.

Sarah L. Lane

CRD 6898021 · Named on Form ADV at one SEC-registered adviser

At a glance

CLS Financial Advisors, Inc., an SEC-registered wealth manager based in Portland, OR with $192 million in regulatory assets, lists Sarah L. Lane on its Form ADV as Chief Compliance Officer, Secretary, Treasurer, and Financial Planner, a control person.

Firms and roles

  • CLS Financial Advisors, Inc.Chief Compliance Officer, Secretary, Treasurer, and Financial PlannerWealth manager · Portland, OR · $192M in regulatory assets

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.