Michelle Lane, financial advisor Woodland Park CO

Michelle Lane

CRD Number: 6289719
Current Firm: Aware Investing, Inc.

Michelle Lane (CRD# 6289719) is an Investment Advisor Representative working at Aware Investing, Inc. in Woodland Park, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lane Financial Management, Inc. Woodland Park, CO Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Michelle M. Lane
Phone Number: 719-590-1820
Registered State(s):
  • CO
Current Firm Details
Aware Investing, Inc.
Firm's CRD Number: 144809
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO

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