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Daniel Joseph Lane

FINANCIAL MANAGEMENT STRATEGIES, INC.·BROADVIEW HTS., Ohio
FINANCIAL MANAGEMENT STRATEGIES, INC.
9200 SOUTH HILLS BLVD., BROADVIEW HTS., OH 44147CRD# 4521546Firm CRD# 120818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Lane · BROADVIEW HTS., OH
Registration
CRD #4521546 · FINANCIAL MANAGEMENT STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Daniel Joseph Lane is a registered financial advisor based in BROADVIEW HTS., Ohio, affiliated with FINANCIAL MANAGEMENT STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FINANCIAL MANAGEMENT STRATEGIES, INC.
FINANCIAL MANAGEMENT STRATEGIES, INC.
AUM
$542M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at FINANCIAL MANAGEMENT STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4521546
Firm CRD# 120818
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Lane offer?
Daniel Joseph Lane specializes in Financial Planning, Investment Management. Contact their office in BROADVIEW HTS., Ohio for a consultation.
What are Daniel Joseph Lane's credentials?
Daniel Joseph Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Lane located?
Daniel Joseph Lane is based in BROADVIEW HTS., Ohio, working with FINANCIAL MANAGEMENT STRATEGIES, INC.. Their office serves clients in the BROADVIEW HTS. metropolitan area and surrounding communities.
How does Daniel Joseph Lane charge for services?
Daniel Joseph Lane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT STRATEGIES, INC.?
FINANCIAL MANAGEMENT STRATEGIES, INC. has approximately 34 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT STRATEGIES, INC.

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Carl Joseph Camillo
BROADVIEW HTS., OH
Geoffrey Francis Novack
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Kim Marie Bolden
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Charles Brian Elliott
BROADVIEW HTS., OH
Jeffrey Charles Knox
BROADVIEW HTS., OH

More Advisors in BROADVIEW HTS., Ohio

Victoria Louise Ellinger
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