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Lane Valimont

Investment Advisor Representative

Denali Wealth Management

United States, Wisconsin, Milwaukee

About Me

Lane Valimont joined Denali Wealth Management in 2023. Lane graduated from Marian University in 2019 with a Bachelor of Business Administration Majoring in Finance. He has passed the FINRA Uniform Investment Advisor Law Examination (Series 65). Prior to joining the Denali Wealth Management Team, he gained valuable business experience in customer service and sales associate positions. Since joining Denali, he has been tasked with servicing and expanding both wealth management and 401(k) business to provide growth for the company. Away from the office, he enjoys spending time with family and friends and being active outdoors.

Profile Information

Investment Advisor Representative

Denali Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Milwaukee

Wisconsin

United States

Jan 11, 2025

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