Megan Lane has been CCO, Shareholder of Lane Brothers & Co since March 2023, is not listed as a control person, but directly owns under 5% of the firm.
Lane Brothers & Co Inc is a Prescott, AZ firm with $240M under management, 342 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Megan Lane is COO and Wealth Advisor of Lane Brothers Investment Counsel. She meets clients where they are, providing the level of assistance and education they desire, and focuses on finding solutions and support in their life planning. Lane works with people just starting to invest and with those looking for professional portfolio management.
Megan Lane’s longest registration is the current one, 2 years at Lane Brothers & Co since 2024. Before joining Lane Brothers & Co in 2024, Megan Lane was registered through CWM, LLC.
- – present · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 105968
- CWM, LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 155344
Investment adviser representative registrations
Megan Lane is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2024; the most recent is Texas, in October 2025.
- ArizonaSince 4 March 2024
- TexasResidentSince 23 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Kema Lane
- CRD
- 7442462
- Firm
- Lane Brothers & Co · CRD 105968
- Role
- CCO, Shareholder
- Office
- 7373 E. Doubletree Ranch Rd #200, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanebrothers.com
Where does Megan Lane work?
Megan Lane has been CCO, Shareholder of Lane Brothers & Co Inc since March 2023.
Is Megan Lane a financial advisor?
Yes. Megan Lane has a current investment-adviser registration in Arizona and Texas, through Lane Brothers & Co since February 2024.
How many years of experience does Megan Lane have?
Megan Lane has 3 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Megan Lane passed?
Megan Lane passed the Series 65 in May 2022.
Where is Megan Lane based?
Megan Lane’s registered office is in Scottsdale, AZ.
Is Megan Lane registered with FINRA?
No. Megan Lane has no current broker registration.
How can I verify Megan Lane’s record?
Search CRD 7442462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Lane’s full registration record.
