Thomas J. Langer

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Jacksonville, FL

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CRD#: 5788320

Professional summary

Thomas James Langer, AIF®, who also goes by Thomas Langer, is a registered financial advisor currently at UHLMANN INVESTMENT MANAGEMENT, L.L.C. located in Jacksonville, Florida and UHLMANN PRICE SECURITIES, LLC located in Skokie, Illinois.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Thomas has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Langer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas James Langer'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 12, 2026 - Present

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

RIA

CRD#: 118025

Jacksonville, FL

Current

January 4, 2026 - Present

UHLMANN PRICE SECURITIES, LLC

Office #1: 5202 Old Orchard Road Suite 250, Skokie, IL 60077

CRD#: 42854

Skokie, IL

Past

October 12, 2022 - January 9, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Neptune Beach, FL

Past

October 7, 2022 - January 9, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEPTUNE BEACH, FL

Past

May 23, 2016 - October 25, 2022

LPL FINANCIAL LLC

CRD#: 6413

JACKSONVILLE, FL

Past

May 19, 2016 - October 25, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

JACKSONVILLE, FL

Past

November 14, 2012 - December 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ORANGE PARK, FL

Past

November 13, 2012 - December 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ORANGE PARK, FL

Past

September 29, 2010 - September 7, 2011

WADDELL & REED

RIA

CRD#: 866

COLUMBIA, SC

Past

August 2, 2010 - September 7, 2011

WADDELL & REED

CRD#: 866

COLUMBIA, SC

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".

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

PERPETUAL WEALTH MANAGEMENT | UHLMANN INVESTMENT MANAGEMENT, LLC | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD#: 118025 / SEC#: 801-113188

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

Arizona

Registered Investment Advisory firm - (8/15/2017 Approved)

Georgia

Registered Investment Advisory firm - (7/28/2017 Terminated)

Illinois

Registered Investment Advisory firm - (5/7/2018 Terminated)

Indiana

Registered Investment Advisory firm - (11/18/2014 Terminated)

Kansas

Registered Investment Advisory firm - (1/15/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (11/18/2014 Terminated)

Michigan

Registered Investment Advisory firm - (8/1/2017 Terminated)

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).

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

IAR

California
(1/12/2026)

Florida
(1/4/2026)

IAR

Florida
(1/13/2026)

Georgia
(1/13/2026)

Illinois
(1/13/2026)

IAR

Illinois
(1/16/2026)

IAR

North Carolina
(1/13/2026)

South Carolina
(1/13/2026)

IAR

South Carolina
(1/14/2026)

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

IAR

Series 66

Date: 9/25/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

PERPETUAL WEALTH MANAGEMENT | UHLMANN INVESTMENT MANAGEMENT, LLC | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD#: 118025 / SEC#: 801-113188

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

Arizona

Registered Investment Advisory firm - (8/15/2017 Approved)

Georgia

Registered Investment Advisory firm - (7/28/2017 Terminated)

Illinois

Registered Investment Advisory firm - (5/7/2018 Terminated)

Indiana

Registered Investment Advisory firm - (11/18/2014 Terminated)

Kansas

Registered Investment Advisory firm - (1/15/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (11/18/2014 Terminated)

Michigan

Registered Investment Advisory firm - (8/1/2017 Terminated)

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Contact information

Main Address

5202 Old Orchard Road Suite 250, Skokie, IL 60077

Mailing Address

Phone number

(312) 264-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KONN_ADV PART 2B (2/3/2026)

ARMOUR_ADV PART 2B (2/3/2026)

BAER_ADV PART 2B (2/3/2026)

DILLON_ADV PART 2B (2/3/2026)

FINKEL_ADV PART2B (2/3/2026)

DOODY_ADV PART 2B (2/3/2026)

THOMAS LANGER (2/3/2026)

GORDON FALLONE (2/3/2026)

WILLIAM LILLWITZ ADV PART 2B (2/3/2026)

HERMANN ADV PART 2B (2/3/2026)

03.30.2023 UHLMANN INVESTMENT MANAGEMENT LLC (2/3/2026)

MAUREEN MACKOWSKI ADV 2B (2/3/2026)

UHLMANN INVESTMENT MANAGEMENT ADV II 11/05/2025 (2/3/2026)

JAMES KOZAK (2/3/2026)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 273,182,000

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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Firm Stability Insights

Thomas J. Langer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas James Langer's CRS (Customer Relationship Summary).

Certified licenses

Experience

UHLMANN PRICE SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2010

FINRA

Current Firm

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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