Lane Brothers adheres to proven investment principles.
Comprehensive guidance on a path to financial security.
How We Help
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Lane Brothers & Company, Incorporated is a Registered Investment Advisory firm founded in January1990. It was created to provide fee-only objective counsel to individuals, corporations, pension plans, non-profit foundations, individual retirement plans, and trust accounts.
Learn more about us below!
Kevin P. Lane, Founding Principal of Lane Brothers & Co. Inc. (LBC), began his career with PaineWebber in New York in 1980. Initially managing an audit task force, he also worked as a marketing associate in PaineWebber’s corporate headquarters on Wall Street. In 1982 he transferred to PaineWebber in Arizona. As an account Vice President he specialized in matching clients with fee-only money managers. He founded Lane Brothers in 1990. Mr. Lane has served on a number of community and non-profit boards both in Prescott and in Phoenix. Kevin, with two kids in college, divides his time between Prescott, Phoenix and any nice beach worldwide.
Michael Klein joined Lane Brothers as an Investment Strategist and Shareholder in July 2011. Prior to joining the firm, he owned a real estate development company which provided real estate brokerage services, residential and small commercial contracting, mortgage brokerage, manufactured home sales and project management. He and his wife have called Prescott home since 1983.
Randy Loemker joined Lane Brothers in January of 2012 as an Investment Strategist. He is a CERTIFIED FINANCIAL PLANNING® professional and oversees the Firm’s personal financial planning work. He has a background in corporate financial planning, business strategy, and finance management at Texas Instruments and Intel Corporation. Most recently and before joining Lane Brothers, he was the Founder and Principal of Percheron Financial Services in Prescott. He and his wife have been Prescott residents since 2003.
We encourage all prospective clients to conduct a strong background check prior to engaging an advisor. Additional information about Lane Brothers & Company, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as an IARD number. The IARD number for Lane Brothers & Company, Inc. is 105968.
Please note since there are more than a few advisors nationally that have the exact same name it is important to use the correct CRD# while searching. Identifying CRD#'s for registered persons at Lane Brothers & Co are as follows:
Kevin Patrick Lane CRD# 1011052
Michael John Klein CRD# 4730794
Randall Dean Loemker CRD# 5663458
Don’t hesitate to get in touch with us we are just an email or phone call away.
We would welcome the opportunity to earn your business.