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Daniel Joseph Lane

Cetera Investment Advisers LLC

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About Daniel Joseph Lane

Daniel Joseph Lane is a financial professional with over 20 years of experience in the financial services industry. Daniel is registered with Cetera Investment Advisers LLC and Financial Management Strategies, Inc. Daniel is also a Certified Financial Planner. Daniel has a strong background in providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Daniel Lane is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Lane’s Registration & Firm History

OH

06/29/2023 - Present

Cetera Investment Advisers LLC (ANDOVER OH)

OH

02/25/2010 - 09/03/2013

WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)

OH

06/20/2002 - 03/02/2010

AMERIPRISE FINANCIAL SERVICES, INC. (MAYFIELD HEIGHTS OH)

MN

06/20/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 9/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/29/2010

Series 4 - Registered Options Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Joseph Lane. Review regulatory record here.
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