Isreal Lane
Investment adviser representative at Denver Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$529.8MFirm assets
7 yearsFirm in business
Are you Isreal Lane? Claim your profile
Contact this firm
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.
- Denver Wealth Management, Inc.Aug 2026 to now
- LPL Financial LLCAug 2026 to now
- Cambridge Investment Research Advisors, Inc.Feb 2026 to Aug 2026
- Cambridge Investment Research, Inc.Aug 2025 to Aug 2026
- U.S. BankMar 2024 to Jun 2025
- Colorado Mesa UniversityAug 2021 to May 2025
- MauricesFeb 2021 to Mar 2024
- Mesa County TennisMay 2020 to May 2023
- Grand Junction High SchoolAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Denver Wealth Management, Inc.
$529.8MAssets managed
986Clients
12Advisers
7 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
- 8110707
- Firm CRD
- 284868