JL
Joshua L. Lang
SIGNIFICANT WEALTH PARTNERS LLC
Cary, IL 60013
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CRD#: 7088559
JL
Professional summary
Joshua Lynn Lang is a registered financial advisor currently at SIGNIFICANT WEALTH PARTNERS LLC located in Cary, Illinois.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 2 firms and has passed the Series 65 exam.
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. Life Insurance Agent; Highland Capital Brokerage; 09/2019-Present; 2095 Palo Alto Ave North Port, FL 34286; I sell life insurance and fixed annuity products approximately 40 hours a week.
2. Mutual Trust Life; investment related: Yes; Location of the business: 2095 Palo Alto Ave North Port, FL USA, 34286; Description of the business: Selling life insurance; Position Title: Independent Life insurance agent; Responsibilities Duties: Selling life insurance; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 15; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Lynn 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®
NoneExperience
Current
April 14, 2021 - Present
SIGNIFICANT WEALTH PARTNERS LLC
Office #1: 117 W. Main St., Cary, IL 60013RIA
CRD#: 293060
Cary, IL
Past
August 28, 2020 - November 18, 2020
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
North Port, FL
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".
SW
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS INC. | SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060 / SEC#: 801-128037
RIA
Registered Investment Advisory firm - (5/23/2023 Approved)California
Registered Investment Advisory firm - (2/3/2023 Terminated)Florida
Registered Investment Advisory firm - (6/21/2023 Terminated)Illinois
Registered Investment Advisory firm - (6/21/2023 Terminated)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
Illinois(7/20/2022)
Current Firm
SW
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS INC. | SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060 / SEC#: 801-128037
RIA
Registered Investment Advisory firm - (5/23/2023 Approved)California
Registered Investment Advisory firm - (2/3/2023 Terminated)Florida
Registered Investment Advisory firm - (6/21/2023 Terminated)Illinois
Registered Investment Advisory firm - (6/21/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
117 W. Main St., Cary, IL 60013
Mailing Address
Phone number
(847) 639-7830
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,396 |
| AUM (Assets Under Management) | $ 247,984,227 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2024 | ||
| 02/28/2023 |
Red Flags
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Company Information
SIGNIFICANT WEALTH PARTNERS LLC
CRD#: 293060Cary, IL 60013TRUST BUT VERIFY
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