SL
Sarah L. Lane
CLS FINANCIAL ADVISORS
Portland, OR 97219-5292
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CRD#: 6898021
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Professional summary
Sarah Lynne Lane is a registered financial advisor currently at CLS FINANCIAL ADVISORS, INC. located in Portland, Oregon.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sarah has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Schultz Group CPAs Not an investment related business; CPA firm 9700 SW Capitol Hwy Suite 285 Portland, OR 97219 Schultz Group CPAs is a tax accounting firm. I work part-time doing tax preparation under my CPA license. My title is 'Tax Preparer/CPA'. Schultz Group CPAs performs tax return preparation work for some of CLS Financial's clients. I began working at Schultz Group CPA's in January 2016 and continue to work part-time. I spent 600 hours last year working for Schultz Group CPAs, primarily during tax season.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Lynne Lane's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 16, 2018 - Present
CLS FINANCIAL ADVISORS, INC.
Office #1: 9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292RIA
CRD#: 152892
Portland, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CLS FINANCIAL ADVISORS, INC.
CLS FINANCIAL ADVISORS, INC.
CRD#: 152892 / SEC#: 801-127014
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Oregon
Registered Investment Advisory firm - (1/9/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(1/16/2018)
Exams
Current Firm
CF
CLS FINANCIAL ADVISORS, INC.
CLS FINANCIAL ADVISORS, INC.
CRD#: 152892 / SEC#: 801-127014
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Oregon
Registered Investment Advisory firm - (1/9/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292
Mailing Address
Phone number
(503) 244-8879
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 166,718,581 |
Red Flags
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