TL
Todd D. Lang
VISTA INVESTMENT PARTNERS LLC
Tulsa, OK 74114
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CRD#: 2139647
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Professional summary
Todd Dennis Lang, who also goes by Todd D Lang, is a registered financial advisor currently at VISTA INVESTMENT PARTNERS LLC located in Tulsa, Oklahoma.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Todd has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd D 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.
Name of Business : The Tulsa Boys' Home Address: 2727 S. 137th West Avenue, Sand Springs, OK Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related:Yes Start Date: 04/17/2013 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 2 Description of duties: Basic Board member duties, ie: reviewing the operations, quarterly budget with the entire Board, voting on minutes, weighing in on ideas and questions raised by the Management of the Tulsa Boys' Home. Recent appointment to the Financial Committee. Todd D. Lang is a licensed insurance agent and, from time to time, will offer clients advice or products as part of this outside activity. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Vista Investment Partners LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Vista Investment Partners LLC in such individual's outside capacities.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Dennis 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
November 22, 2022 - Present
VISTA INVESTMENT PARTNERS LLC
Office #1: 2626 East 21st Street Suite 3, Tulsa, OK 74114RIA
CRD#: 286014
Tulsa, OK
Past
April 11, 2014 - October 29, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
TULSA, OK
Past
April 11, 2014 - October 29, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
TULSA, OK
Past
October 23, 2009 - April 14, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
TULSA, OK
Past
October 23, 2009 - April 14, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
TULSA, OK
Past
October 24, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
TULSA, OK
Past
October 24, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
TULSA, OK
Past
September 2, 1998 - November 12, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
TULSA, OK
Past
August 18, 1998 - November 12, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TULSA, OK
Past
June 4, 1991 - August 21, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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".
VI
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC
CRD#: 286014 / SEC#: 801-108779
RIA
Registered Investment Advisory firm - (1/3/2017 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.Highlighted states indicate IAR registrations
IAR
Oklahoma(11/22/2022)
IAR
Texas(7/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
VI
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC
CRD#: 286014 / SEC#: 801-108779
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118
Mailing Address
Phone number
(405) 608-5390
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,601 |
| AUM (Assets Under Management) | $ 541,021,596 |
Red Flags
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Company Information
VISTA INVESTMENT PARTNERS LLC
CRD#: 286014Tulsa, OK 74114TRUST BUT VERIFY
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