Kevin Patrick Lane

Employer firm

Lane Brothers Investment Counsel CRD 105968

$240M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/1990 → Present
  Lane Brothers & Co., Inc
  Prescott, AZ
• 01/2021 → 02/2024
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2021-01-04 → 2024-04-02
  Cwm, Llc
  Prescott, AZ
  Omaha, NE
  Scottsdale, AZ
  Prescott, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: Roberts & Lane Property Development, LLC NATURE OF BUSINESS: Real Estate START: 01/06/2000 POSITION: Managing Member APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversee building issues 2. FIXED INSURANCE NATURE: Insurance START: 6/5/2023 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-27
• S63 Uniform Securities Agent State Law Examination
  1982-07-27