Inactive

Sarah Lynne Lane

Cls Financial Advisors, Inc.

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Current Employers

Cls Financial Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2018-01-16

OR RA
APPROVED

Since 2018-01-16

Branch Locations

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

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cls Financial Advisors, Inc.	Portland	OR	01/2016	Present
Schultz Group Cpas, Pc	Portland	OR	01/2016	Present
Portland State University	Portland	OR	01/2015	12/2016

01/2016 → Present

Cls Financial Advisors, Inc.

Portland, OR
01/2016 → Present

Schultz Group Cpas, Pc

Portland, OR
01/2015 → 12/2016

Portland State University

Portland, OR

Designations

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SUCCESS WEALTH MANAGEMENT LLC

INMAN FINANCIAL SERVICES, INC.

PINNACLE WEALTH ADVISORS

OSAIC WEALTH, INC.

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD

DANIEL JOSEPH HECK

JACQUELYN MARIE PASCIAK

STEVEN MICHAEL FAIN

BRANDON LEE ERICKSON

DAVID KENT PEDERSON

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR

SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR

PINNACLE WEALTH ADVISORS · Portland, OR

OSAIC WEALTH, INC. · TIGARD, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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