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Lisa Ann Lane

Osaic Wealth, Inc.

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About Lisa Ann Lane

Lisa Lane is a financial advisor who is registered with the state of Kansas. Lisa has been in the industry since 2019 and has worked for Ameriprise Financial Services, LLC and Osaic Wealth, Inc. Lisa holds the Series 66, Series 7 and SIE licenses. Lisa is currently registered with Osaic Wealth, Inc. in Great Bend, KS. Lisa offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lisa is also the owner of Efficiently Simple LLC and offers administrative services to other sole proprietorships.

Firm Information

Lisa Lane is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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Lisa Lane’s Registration & Firm History

KS

02/07/2024 - Present

Osaic Wealth, Inc. (Great Bend KS)

KS

06/24/2019 - 01/18/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Hays KS)

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Licenses & Designations

BOTH

Issued 10/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Ann Lane.
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