The Perspective Group

The Perspective Group (CRD# 175294) is a financial advisory firm headquartered in Lawrence, KS. They manage $178,198,197 in 528 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $337,497
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MO, TX

Financial Advisors at The Perspective Group
Showing 1 - 1 of 1 top financial advisors.
1
Stephen C. Lane
CRD#: 4826768
900 Massachusetts Street, Suite 602, Lawrence, KS 66044

Stephen Lane (CRD# 4826768) is an Investment Advisor Representative working at The Perspective Group in Lawrence, KS and has over 19 years of experience in the finance industry. Stephen Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.