Julie Lane

Julie Lane is a Trading Reconciliation Associate at AE Wealth Management, LLC, based in Topeka, KS. In this role, she is responsible for ensuring the accuracy of trade settlements, identifying and resolving trading discrepancies, and supporting operations across a diverse range of investment products. Her work underpins the integrity of transactional data and compliance for both equities and fixed income portfolios within the firm’s wealth management platform.

Prior to her current position, Julie held roles as an Advisor Service Representative and NIGO (Not In Good Order) Specialist at AE Wealth Management, LLC, where she developed expertise in client onboarding, account maintenance, and operational risk mitigation within the financial advisory sector. Her background encompasses direct support for registered investment advisors and operational teams, with a focus on streamlining administrative processes in the delivery and reconciliation of transactional investment activities.

Julie earned a Bachelor's degree in Business Administration and Management from Washburn University. She brings in-depth experience in reconciliation and operational controls, and her specialty lies in supporting compliance and transactional oversight for registered investment advisors, particularly in the equities and fixed income sectors. Her contributions enhance the firm’s commitment to operational excellence, client service, and regulatory compliance.