RL
Robert J. Lang
KESTRA ADVISORY SERVICES
ST CHARLES, MO 63303
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CRD#: 1970041
RL
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 Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert J Lang
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Lang'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
October 12, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2091 Collier Corporate Parkway, St Charles, MO 63303RIA
CRD#: 283330
ST CHARLES, MO
Current
October 12, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2091 Collier Corporate Parkway, St. Charles, MO 63303BD
CRD#: 42046
St. Charles, MO
Past
October 29, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ST CHARLES, MO
Past
October 29, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ST CHARLES, MO
Past
July 25, 2003 - October 30, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
FLORISSANT, MO
Past
October 1, 2002 - October 30, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
FLORISSANT, MO
Past
November 22, 1993 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330St Charles, MO 63303TRUST BUT VERIFY
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