RL
Robert G. Langhorst
SECURE ASSET MANAGEMENT, L.L.C.
Webster Groves, MO 63119
Some features on this profile are disabled
CRD#: 1832998
RL
Professional summary
Robert George Langhorst, who also goes by Robert G Langhorst, is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Webster Groves, Missouri and AURORA SECURITIES located in St. Louis, Missouri.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 14 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert G Langhorst
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Insurance Agent. Investment related. 8740 Big Bend, St. Louis, MO 63119. Licensed insurance agent conducting Insurance related activities. Approximately 20 hours per month during trading hours. 2. Secure Asset Management, LLC. Investment related. 8740 Big Bend, St. Louis, MO 63119. Investment Advisor Representative. Start date: June 2022. Part-time during trading hours (approx. 3 hours per trading hours). 3. 1031 Consulting and Services Group dba for investment related services. 8740 Big Bend, St. Louis, MO 63119. President. Start date: June 2022, Consulting and services firm. Approx. 120 hours per month during trading hours. 4. Insurance Representative; Investment Related. 8740 Big Bend, St. Louis, MO 63119; Licensed Insurance Representative with Secure Investors Group - an affiliate of Secure Asset Management LLC. 5. Aurora Securities, Inc.; Investment related: Yes; 8740 Big Bend, St. Louis, MO 63119. United States; Description of the business: A branch office of Aurora Securities, Inc., a registered broker-dealer under common ownership with Secure Asset Management, with headquarters co-located in Troy, MI; Position Title: Registered Representative; Responsibilities Duties: Retail investment sales; Start date with business: 2022-06-08; Hours per month during trading hours: 120; Hours per month outside trading hours: 30.
CRS (Client Relationship Summary) - RIA
Click below to view Robert George Langhorst's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 7, 2022 - Present
SECURE ASSET MANAGEMENT, L.L.C.
Office #1: 8740 Big Bend Blvd., Webster Groves, MO 63119RIA
CRD#: 144046
Webster Groves, MO
Current
June 7, 2022 - Present
AURORA SECURITIES
Office #1: 8740 Big Bend, St. Louis, MO 63119BD
CRD#: 46147
St. Louis, MO
Past
April 21, 2021 - June 7, 2022
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
Kirkwood, MO
Past
April 21, 2021 - June 7, 2022
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Kirkwood, MO
Past
August 8, 2019 - April 21, 2021
DEMPSEY LORD SMITH, LLC
RIA
CRD#: 141238
WEBSTER GROVES, MO
Past
May 20, 2019 - April 21, 2021
DEMPSEY LORD SMITH, LLC
BD
CRD#: 141238
LAKE ST. LOUIS, MO
Past
February 20, 2019 - August 6, 2019
CLARAPHI ADVISORY NETWORK, LLC
RIA
CRD#: 165868
Lake St. Louis, MO
Past
July 24, 2003 - February 18, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
February 21, 2002 - July 9, 2003
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
CHARLOTTE, NC
Past
January 4, 1999 - February 21, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
June 7, 1993 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
January 15, 1993 - June 8, 1993
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
May 7, 1990 - January 29, 1991
SMITH, MOORE & CO.
BD
CRD#: 3441
CLAYTON, MO
Past
April 6, 1989 - April 12, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
October 13, 1988 - April 13, 1989
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
Past
July 15, 1988 - November 19, 1988
ANDREW ALEN SECURITIES, INC.
BD
CRD#: 13839
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/13/2024)
RR
California(1/2/2024)
RR
Colorado(8/5/2022)
RR
Connecticut(1/31/2024)
RR
Florida(6/7/2022)
RR
Illinois(6/7/2022)
RR
Kansas(8/5/2024)
RR
Kentucky(12/12/2022)
RR
Michigan(4/26/2024)
RR
Missouri(6/7/2022)
IAR
Missouri(6/7/2022)
RR
New Jersey(6/7/2022)
RR
New York(4/1/2025)
RR
Pennsylvania(1/2/2024)
RR
Texas(1/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2565 West Maple Rd, Troy, MI 48084
Mailing Address
Phone number
(248) 414-1562
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,714 |
| AUM (Assets Under Management) | $ 890,034,531 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
