Paul W. Lange
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul William Lange, who also goes by Paul Lange, was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 2008. Paul had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 23, 2024 - August 27, 2025
DEFINING WEALTH
March 21, 2022 - January 12, 2024
NORTHERN LIGHTS DISTRIBUTORS, LLC
June 4, 2010 - January 14, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
June 19, 2008 - May 20, 2010
HANTZ FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
DEFINING WEALTH
CRD#: 328930 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 8,214,135 |
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.
