Thomas Andrew Lane

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Lane & Associates, Llc Dba Lane Hipple Wealth Management Group
  Moorestown, NJ
• 08/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2013-10-31 → 2025-12-31
  Lane Hipple - Wealth Management Group
  Moorestown, NJ
• 2008-11-07 → 2013-09-27
  Vsr Financial Services, Inc.
  Moorestown, NJ
  Overland Park, KS

Other Businesses

Licensed Insurance Agent. 155 E. 3rd Street, Moorestown, New Jersey 08057. Producer. 10% of time is devoted to the other business. Selling Ins. and servicing accounts. East Third Holdings, LLC, non investment related, Address: 57 Kresson Road Cherry Hill, NJ 08034, Business Nature: Commercial Property Rental, Position: Partner, State Date: August 1, 2025, Time Spent: 1-5 hrs/month (not during trading hours), Duties: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2008-11-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant