Lane Valimont has been an investment adviser representative at Denali Wealth Management since January 2023, and is not listed among the firm’s executive officers or direct owners. Lane Valimont holds a Bachelor of Business Administration majoring in Finance from Marian University.
Denali Wealth Management, Inc. is a Mequon, WI firm with $226M under management, 243 clients and 4 advisers in one office, as of its March 2026 filing.
Lane Valimont is Investment Advisor Representative of Denali Wealth Management. He joined the firm in 2023. Before joining, he gained business experience in customer service and sales associate positions, and since joining he has been tasked with servicing and expanding both wealth management and 401(k) business.
- – present · 3 yearsMequon, WI · Adviser representative · Firm CRD 153323
Investment adviser representative registrations
Lane Valimont is registered as an investment adviser representative in Wisconsin, since January 2023.
- WisconsinSince 25 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lane Dillon Valimont
- CRD
- 7691308
- Firm
- Denali Wealth Management · CRD 153323
- Office
- 1325 W TOWNE SQUARE ROAD, Mequon, WI 53092-5047
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- denaliwm.com
Where does Lane Valimont work?
Lane Valimont is an investment adviser representative registered through Denali Wealth Management, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lane Valimont a financial advisor?
Yes. Lane Valimont has a current investment-adviser registration in Wisconsin, through Denali Wealth Management since January 2023.
How many years of experience does Lane Valimont have?
Lane Valimont has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Lane Valimont passed?
Lane Valimont passed the Series 65 in January 2023.
Where is Lane Valimont based?
Lane Valimont’s registered office is in Mequon, WI.
Is Lane Valimont registered with FINRA?
No. Lane Valimont has no current broker registration.
How can I verify Lane Valimont’s record?
Search CRD 7691308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lane Valimont’s full registration record.
