Kevin J. Lang

LANG & BECKER

Washington, MO 63090

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CRD#: 2550575

Professional summary

Kevin Joseph Lang, CFP® is a registered financial advisor currently at LANG & BECKER, INC. located in Washington, Missouri and OSAIC WEALTH, INC. located in Washington, Missouri.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kevin has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. KEVIN J. LANG CPA; NOT INVESTMENT RELATED; 421 W 5TH STREET WASHINGTON MO 63090; CPA FIRM; SOLE PRACTITIONER; 3.1.1989; 40-50 HRS/MONTH; 1-2 HRS/DAY; COMPENSATED HOURLY; TAX PLANNING & PREPARATION, CONSULTATION, ESTATE PLANNING 2)LANG & BECKER,INC; INVESTMENT RELATED; 421 W. 5TH STREET, WASHINGTON, MO 63090; OUTSIDE RIA, INVESTMENTS, FINANCIAL PLANNING; INVESTMENT ADVISOR; 1/1/2004; 125 HRS/MONTH; 5.5 HRS DURING TRADING; FULL SERVICE INVESTMENT ADVISOR 3)Kevin J Lang CPA; not investment related; 421 W. 5th Street, Washington, MO 63090; insurance; owner; 1995; 5-10 hrs/month; 1 hr during trading; selling annuities, long term care, insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin 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®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 6, 2006 - Present

LANG & BECKER, INC.

Office #1: 421 W. 5th Street, Washington, MO 63090

RIA

CRD#: 137346

Washington, MO

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 421 West 5th Street, Washington, MO 63090

RIA

CRD#: 23131

WASHINGTON, MO

Past

October 31, 2003 - April 3, 2006

RBF WEALTH ADVISORS

RIA

CRD#: 104771

ST LOUIS, MO

Past

July 2, 1998 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

WASHINGTON, MO

Past

October 30, 1997 - October 30, 1997

RBF WEALTH ADVISORS

RIA

CRD#: 104771

ST LOUIS, MO

Past

January 31, 1997 - July 7, 1998

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 8, 1994 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

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.

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

California
(8/23/2024)

Georgia
(8/23/2024)

IAR

Illinois
(3/6/2006)

Illinois
(8/23/2024)

Indiana
(8/23/2024)

Iowa
(8/23/2024)

Michigan
(8/23/2024)

IAR

Missouri
(4/11/2006)

Missouri
(8/23/2024)

Oklahoma
(8/23/2024)

IAR

Texas
(5/11/2018)

Texas
(8/23/2024)

Virginia
(8/23/2024)

IAR

Wisconsin
(5/17/2006)

Wisconsin
(8/23/2024)

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

State Security Law Exam

Series 63

Date: 11/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/23/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LANG & BECKER, INC.

LANG & BECKER, INC. | STRAUSS ADVISORY GROUP

CRD#: 137346 / SEC#: 801-68153

RIA

Registered Investment Advisory firm - (7/21/2009 Terminated)

Illinois

Registered Investment Advisory firm - (6/8/2009 Approved)

Indiana

Registered Investment Advisory firm - (1/6/2025 Terminated)

Missouri

Registered Investment Advisory firm - (6/15/2009 Approved)

Texas

Registered Investment Advisory firm - (5/11/2018 Approved)

Wisconsin

Registered Investment Advisory firm - (6/11/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

421 W. 5th Street, Washington, MO 63090

Mailing Address

Phone number

(636) 390-8339

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 98,821,834

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.

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Kevin J. Lang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OSAIC WEALTH, INC.

RBF WEALTH ADVISORS

TRIAD ADVISORS LLC

RBF WEALTH ADVISORS

OSAIC WEALTH, INC.

KEOGLER, MORGAN & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/1/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/12/1994

Series 24

Date: 11/23/2005

FINRA

Current Firm

LANG & BECKER, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LANG & BECKER, INC.

TRUST BUT VERIFY

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