IL
Isreal Lane
DENVER WEALTH MANAGEMENT
Grand Junction, CO 81505
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CRD#: 8110707
IL
Isreal LaneDENVER WEALTH MANAGEMENT
Professional summary
Isreal Lane is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Grand Junction, Colorado and LPL FINANCIAL LLC located in Grand Junction, Colorado.
Isreal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Isreal has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1) Mr. Lane is dually registered with LPL Financial LLC (“LPL Financial”) and Denver Wealth Management, Inc. ("DWM"). Mr. Lane has served as an investment advisor representative D and as a registered representative for LPL Financial since August 2026. Business is conducted from 627 24 1/2 rd, H, Grand Junction, CO, 81505. Approximately 5% of Mr. Lane’s time services as a registered representative. 2) Licensed insurance agent; Not investment-related; Grand Junction, CO, 81505; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 3) Sole proprietorship; Not investment-related; Grand Junction, CO. 81504; Real estate property; Owner; 10/1/2 hours per month; 0 during trading hours; Manage the property and lease
CRS (Client Relationship Summary) - RIA
Click below to view Isreal 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
August 18, 2026 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 627 24 1/2 Rd H, Grand Junction, CO 81505RIA
CRD#: 284868
Grand Junction, CO
Current
August 17, 2026 - Present
LPL FINANCIAL LLC
Office #1: 627 24 1/2 Rd Ste H, Grand Junction, CO 81505RIA
BD
CRD#: 6413
GRAND JUNCTION, CO
Past
February 25, 2026 - August 18, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Grand Junction, CO
Past
August 26, 2025 - August 18, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Grand Junction, CO
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".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 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
RR
California(8/17/2026)
RR
Colorado(8/17/2026)
IAR
Colorado(8/18/2026)
RR
Illinois(8/17/2026)
RR
Louisiana(8/17/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Loading...
Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
