Cassander Stephen Crandall

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

• 08/2017 → 10/2017
  National Planning Corporation
  Prescott, AZ
• 09/2022 → 01/2023
  Commonwealth Financial Network
  San Diego, CA
• 03/2023 → Present
  Cwm, Llc
  Omaha, NE
• 03/2023 → 08/2026
  Lane Brothers Investment Counsel
  Prescott, AZ
• 02/2014 → 09/2022
  Sc Audit & Accounting Solutions
  Prescott, AZ
• 08/2026 → Present
  Allen Financial Partners
  Prescott, AZ

Previous Registrations

• 2023-07-31 → 2024-02-28
  Cwm, Llc
  Prescott, AZ
  Omaha, NE
• 2023-01-13 → 2023-07-10
  Commonwealth Financial Network
  Prescott, AZ

Other Businesses

NAME OF BUSINESS: SC Audit & Accounting Solutions, LLC, NATURE: CPA, START: 02/14/2014, POSITION: CEO/CPA, APPX. HRS/MONTH: 40, % APPX HRS/MONTH DURING TRADING HOURS: 40, DUTIES: CPA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-12

Other Names

• Cassander Stephen Crandall
• C Stephen Crandall
• Cass Crandall