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Kent Lane

Investment adviser representative at Liberty Asset Management
10 yearsExperience
1 stateRegistered in
$141MFirm assets
1 yearFirm 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

Experience

10 years in the industry.

  1. Liberty Asset Management, IncJul 2023 to now
  2. Apw Inc.Jul 2023 to now
  3. Iron Hill Construction ManagementSep 2022 to Jul 2023
  4. Alston ConstructionMay 2020 to Aug 2022
  5. UnemployedOct 2016 to Apr 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Liberty Asset Management

Legal name: Liberty Asset Management, LLC

$141MAssets managed
331Clients
6Advisers
1 yearIn 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
7779105
Firm CRD
142094
Advisor's SEC record (opens in a new tab)
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