Kenneth Maurice Lane
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Warren Lane Bly FinancialApr 2026 to now
- Eagle Strategies LLCFeb 2024 to now
- Nylife Securities LLCNov 2021 to now
- New York LifeMay 2021 to now
- Lane Financial Strategies LLCMar 2025 to Apr 2026
- Seattle CascadesJan 2020 to Apr 2025
- IclickMar 2018 to Apr 2021
- Flawless Services LtdOct 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7356571
- Firm CRD
- 110826