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Sarah Lynne Lane

Chief Compliance Officer, Secretary, Treasurer, And Financial PlannerCls Financial Advisors, Inc.CRD 6898021

About Sarah Lynne Lane

Sarah Lynne Lane is listed as Chief Compliance Officer, Secretary, Treasurer, And Financial Planner at Cls Financial Advisors, Inc. in Portland, OR. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Cls Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sarah Lynne Lane work?

Sarah Lynne Lane is listed as Chief Compliance Officer, Secretary, Treasurer, And Financial Planner at Cls Financial Advisors, Inc. on SEC Form ADV.

How much of Cls Financial Advisors, Inc. does Sarah Lynne Lane own?

Form ADV reports a beneficial ownership band of 50-75%.

Cls Financial Advisors, Inc.

TitleChief Compliance Officer, Secretary, Treasurer, And Financial Planner
Ownership50-75%
Control personYes
Since2019
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