KL
Kent Lane
LIBERTY ASSET MANAGEMENT
Allentown, PA 18103
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CRD#: 7779105
KL
Professional summary
Kent Lane, who also goes by Kent David Lane II, is a registered financial advisor currently at LIBERTY ASSET MANAGEMENT located in Allentown, Pennsylvania and APW CAPITAL, INC. located in Allentown, Pennsylvania.
Kent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Kent has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kent David Lane Ii
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.
1. Liberty Asset Management, Yes Investment Related, 3570 Hamilton Blvd Ste 301 Allentown PA 18103, RIA, Associate Wealth Advisor, 7/17/2023, 160 hours per month, 130 hours per month trading hours, partnered training on client interactions. 2. Grit Mat Club; Is the business investment related: No; Location of the business: 3705 Route 378 Bethlehem PA 18015 United States; Description of the business: A wrestling club for K-12 grades. Use the sport of wrestling to teach club members important life lessons that will have a positive impact on their future. Build a community where wrestlers from different schools can train and help each other reach their potential. Create a training environment where wrestlers can win on the state, national, and world level.; Position Title: Coach;Start date with business: 2021-09-01;Hours per month devoted to business during trading hours: 0;Hours per month devoted to business outside trading hours: 20;Percentage of total yearly compensation expected to be derived from the business: 25;
CRS (Client Relationship Summary) - RIA
Click below to view Kent 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
July 14, 2023 - Present
LIBERTY ASSET MANAGEMENT
Office #1: 3570 Hamilton Blvd. Suite 301, Allentown, PA 18103Office #2: 656 Main Street, Hellertown, PA 18055RIA
CRD#: 142094
Allentown, PA
Current
April 23, 2025 - Present
APW CAPITAL, INC.
Office #1: 3570 Hamilton Boulevard, Suite 301, Allentown, PA 18103BD
CRD#: 43814
Allentown, PA
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".
LA
LIBERTY ASSET MANAGEMENT
LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC
CRD#: 142094 / SEC#: 801-132496
RIA
Registered Investment Advisory firm - (7/15/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/15/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/15/2025 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Pennsylvania(7/14/2023)
RR
Pennsylvania(4/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2025
General Securities Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
LA
LIBERTY ASSET MANAGEMENT
LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC
CRD#: 142094 / SEC#: 801-132496
RIA
Registered Investment Advisory firm - (7/15/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/15/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103
Mailing Address
Phone number
(610) 398-7333
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 106,177,228 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIBERTY ASSET MANAGEMENT
CRD#: 142094Allentown, PA 18103TRUST BUT VERIFY
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