DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

Christopher Robert Lane

Advisor at ADVICE AND PLANNING SERVICES

Spokane, WA | Spokane Valley, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c872d080-84b0-0604-964b-dd87a8b45148

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 27, 2010
First registration: Feb 12, 2013
Dual registered: yes, broker-dealer
Other names: CHRISTOPHER ROBERT KREGER LANE|CHRISTOPHER ROBERT KREGER LANE|CHRISTOPHER ROBERT KREGER LANE|Christopher Lane|Chris Lane|Christopher R Lane
IAPD individual key: 5773631

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Nov 4, 2021	n/a	yes	Spokane, WA\|Spokane Valley, WA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 21, 2020	Nov 3, 2021	no	SPOKANE, WA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Aug 19, 2019	Aug 14, 2020	no	Post Falls, ID\|SAN DIEGO, CA\|Rathdrum, ID	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Feb 12, 2013	Jul 3, 2019	no	DENVER, CO\|Glendale, CO\|FORT COLLINS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ADVICE AND PLANNING SERVICES	Nov 3, 2021	Nov 4, 2021	1	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Aug 14, 2020	Sep 21, 2020	38	Firm change	Ibd to ibd
ADVICE AND PLANNING SERVICES	CUSO FINANCIAL SERVICES, L.P.	Jul 3, 2019	Aug 19, 2019	47	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 12, 2013 to Jul 3, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 21, 2020 to Nov 3, 2021factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Aug 19, 2019 to Aug 14, 2020factForm ADV

Dated events

No dated event names this entity yet.