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JL

John Langer

STRATEGY FINANCIAL GROUP
PHOENIX, AZ
·CRD# 7353353·5 years experience

Professional Summary

John Langer, who also goes by John Robert Langer, John R Langer, is a registered financial advisor currently at STRATEGY FINANCIAL GROUP located in Phoenix, Arizona. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Robert Langer, John R Langer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

5 years in the financial services industry

Current & Past Employments

STRATEGY FINANCIAL GROUP·CRD# 164531
RIA
7010 E Chauncey Lane #130, Phoenix, AZ 85054
March 20, 2025 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Phoenix, AZ
June 25, 2024 - March 11, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Phoenix, AZ
June 25, 2024 - March 11, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Rochester, MN
December 6, 2022 - June 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Rochester, MN
December 6, 2022 - June 13, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Rochester, MN
August 16, 2022 - October 31, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Rochester, MN
August 16, 2022 - October 31, 2022
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Rochester, MN
February 2, 2022 - August 17, 2022
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Rochester, MN
July 13, 2021 - August 17, 2022

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Current Firm

SF
STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES

CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - SEC (8/13/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/30/2021 Terminated)
California
Registered Investment Advisory firm - California (10/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (10/1/2021 Terminated)
New Mexico
Registered Investment Advisory firm - New Mexico (9/30/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/17/2015 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).

Contact Information

Main Address

7010 E Chauncey Lane #130, Phoenix, AZ 85054

Phone Number

(602) 343-9301

# of Employees

20

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGY FINANCIAL GROUP ADV PART 2A 03.20.2026 (3/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,820

AUM (Assets Under Management)

$366,734,230

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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)Name of Business: Think Financial Planning Address: 5200 Members Pkwy NW, Rochester, MN, 55901-8381, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
(2)Name of Business: Think Mutual Bank Address: 5200 Members Pkwy NW, Rochester, MN, 55901-8381, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/13/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor I* 1683265 For profit or not for profit: Entity Governmental Name of outside business organization: Rochester Public Schools Investment related: no Address of business: Rochester, MN, 55906 Nature of business: School, College or University Position, title, association: Employee Start date of relationship: 03/18/2024 Number of hours devoted: 6 weekly Number of hours devoted during trading hours: 1.5 Duties: Assistant varsity tennis coach. Lead practices and drills, coach matches, build relationships with student athletes, communicate with parents.

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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".
SF
STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES

CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - SEC (8/13/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/30/2021 Terminated)
California
Registered Investment Advisory firm - California (10/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (10/1/2021 Terminated)
New Mexico
Registered Investment Advisory firm - New Mexico (9/30/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/17/2015 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.
IAR
Arizona
(3/20/2025)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Jan 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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