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Marques Lang

CFP®
CRD# 6297375·Registered 2014 - 2024
Previously Registered: Being a previously registered professional could mean that Marques 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.

Professional Summary

Marques Lang, CFP® was a registered financial advisor. Marques was a previously registered financial professional and started their career in finance 2014 - 2024. Marques had worked at 3 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

13 years in the financial services industry

Current & Past Employments

BUCKINGHAM STRATEGIC WEALTH, LLC·CRD# 143323
RIA
Hood River, OR
May 16, 2023 - January 26, 2024
MULTNOMAH GROUP, INC.·CRD# 132131
RIA
Portland, OR
March 31, 2016 - December 16, 2016
PARADIGM FINANCIAL STRATEGIES, LLC·CRD# 170469
RIA
Portland, OR
March 10, 2014 - September 21, 2015

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Current Firm

BUCKINGHAM STRATEGIC WEALTH, LLC
BUCKINGHAM STRATEGIC WEALTH, LLC

BUCKINGHAM ASSET MANAGEMENT, LLC | WEALTH MANAGEMENT CONSULTANTS | BUCKINGHAM WEALTH PARTNERS | BUCKINGHAM STRATEGIC WEALTH, LLC | BUCKINGHAM STRATEGIC WEALTH

CRD#: 143323 / SEC#: 801-67640

Contact Information

Main Address

8182 Maryland Avenue Suite 500, St Louis, MO 63105

Phone Number

(314) 725-0455

# of Employees

645

Documents

Latest Form ADV

Part 2 Brochures

BUCKINGHAM FORM ADV PART 2A (8/9/2024)

Regulatory Assets Under Management

Total Number of Accounts

51,749

AUM (Assets Under Management)

$29,509,452,509

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/27/2024Cover PageReport
01/24/2024Cover PageReport
07/22/2022Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LANDON KENNEDI LAW, PLLC; NON-INVESTMENT RELATED; BLOOMINGTON, MN; LAW PRACTICE; OWNER; JULY 2020; 20 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; REVIEW, PREPARE, AND ADVISE ON QUALIFIED DOMESTIC RELATIONS AND SIMILAR ORDERS RELATED TO DEFINED CONTRIBUTION, DEFINED BENEFIT, AND STATE AND FEDERAL PUBLIC EMPLOYEE PLANS.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2013About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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