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Robert Joseph Lang

KESTRA ADVISORY SERVICES
ST CHARLES, MO
·CRD# 1970041·33 years experience

Professional Summary

Robert Joseph Lang, who also goes by Robert J Lang, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in St Charles, Missouri and KESTRA INVESTMENT SERVICES, LLC located in St. Charles, Missouri. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert J Lang

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
2091 Collier Corporate Parkway, St Charles, MO 63303
October 12, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
2091 Collier Corporate Parkway, St. Charles, MO 63303
October 12, 2017 - Present
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
St Charles, MO
October 29, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
St Charles, MO
October 29, 2007 - October 12, 2017
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
RIA
Florissant, MO
July 25, 2003 - October 30, 2007
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
BD
Florissant, MO
October 1, 2002 - October 30, 2007
AMERICAN GENERAL EQUITY SERVICES CORPORATION·CRD# 5435
BD
Houston, TX
November 22, 1993 - October 1, 2002

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Business Name: LKL Properties LLC Investment Related: Yes Address: 2091 Collier Corporate Parkway St Charles MO 63303 Nature of Business: Real Estate Position, Title or Relationship: LLC Member Start Date: 4/14/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LLC MemberBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: RIA Representative Start Date: 10/12/2017 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Providing investment advisory services to our clients including investment advice, portfolio monitoring and rebalancing, insurance and retirement planningBusiness Name: Lang & Associates Financial Group Investment Related: Yes Address: 2091 Collier Corporate Parkway St Charles MO 63303 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Tax/Accounting/CPA Position, Title or Relationship: RIA Representative Start Date: 6/1/1989 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I prepare approximately 400 individual tax returns annually. I prepare approximately 200 corporate, partnership, and trust returns annually. Also provide investment advisory, financial planning and insurance planning

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(6/14/2021)
RR
Arizona
(10/12/2017)
RR
Arkansas
(3/23/2022)
RR
Florida
(10/12/2017)
RR
Georgia
(10/12/2017)
RR
Illinois
(10/12/2017)
RR
Iowa
(3/5/2018)
RR
Louisiana
(11/19/2025)
RR
Michigan
(8/27/2024)
RR
Missouri
(10/12/2017)
IAR
Missouri
(10/12/2017)
RR
New Jersey
(7/5/2019)
RR
North Carolina
(6/16/2025)
RR
Oklahoma
(1/9/2025)
RR
Texas
(10/12/2017)
IAR
Texas
(10/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1993About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Lang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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