Kerry A. Lang

TACTIVE ADVISORS

Cape Girardeau, MO 63701

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CRD#: 4659413

Professional summary

Kerry Andrew Lang is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Cape Girardeau, Missouri.

Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kerry has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Kerry Lang sole proprietor; Insurance Agent; Cape Girardeau, MO; Insurance sales; 16hrs/month. Sales of Annuity and Life Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Andrew Lang's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 24, 2021 - Present

TACTIVE ADVISORS, LLC

Office #1: 2415 Saddle Ridge Ln., Cape Girardeau, MO 63701

RIA

CRD#: 309311

Cape Girardeau, MO

Past

February 11, 2021 - September 10, 2021

MAINSTREET RIA LLC

RIA

CRD#: 309150

Cape Girardeau, MO

Past

March 25, 2020 - November 25, 2020

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Kansas City, MO

Past

March 25, 2020 - November 25, 2020

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Kansas City, MO

Past

May 20, 2008 - March 19, 2020

NATIONAL PENSION & GROUP CONSULTANTS, INC

RIA

CRD#: 613

KANSAS CITY, MO

Past

February 22, 2008 - May 5, 2008

RETIREMENT INCOME ADVISORS, LLC

RIA

CRD#: 136420

ST. PETERS, MO

Past

January 1, 2006 - October 31, 2018

NATIONAL PENSION & GROUP CONSULTANTS, INC

CRD#: 613

KANSAS CITY, MO

Past

July 8, 2003 - December 9, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 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

Missouri
(10/24/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2003

General Securities Representative Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

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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Advisor Monitoring

Firm Stability Insights

Kerry A. Lang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Andrew Lang's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSTREET RIA LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

NATIONAL PENSION & GROUP CONSULTANTS, INC

RETIREMENT INCOME ADVISORS, LLC

NATIONAL PENSION & GROUP CONSULTANTS, INC

EDWARD JONES

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2007

Series 63

Date: 7/10/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2003

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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