Sarah
Lane

Cls Financial Advisors, Inc

CRD#6898021
Investment Advisor
in Portland, OR

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About this Advisor

Sarah Lane is a personal financial specialist operating in Portland, Oregon who has 5 years of relevant experience. Lane is currently employed by Cls Financial Advisors, Inc. Throughout their career, Lane has worked at Cls Financial Advisors, Inc, Schultz Group Cpas, Pc, Portland State University, Oregon State University and University Of Connecticut. Lane can operate in Oregon. Cls Financial Advisors, Inc is a financial advisory firm operating out of Portland, OR. It controls $143 million in assets across its 338 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 338 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Cls Financial Advisors, Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is offered. Fees charged by Cls Financial Advisors, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9700 Sw Capitol Hwy Suite 285
Portland, OR 97219-5292

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Cls Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$142,748,501

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

338

OR Average: 1,309
Average Account Size

$422,333

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sarah Lane Work History

Sarah has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Cls Financial Advisors, Inc

2016 - Present (8 years)

Schultz Group Cpas, Pc

2015 - 2016 (1 year)

Portland State University

2013 - 2014 (1 year)

Oregon State University

2011 - 2013 (2 years)

University Of Connecticut

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cls Financial Advisors, Inc

Sarah Lane
Portland, OR
Ryan Genor
Portland, OR
Lori Pajunen-Luck
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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