JL
John R. Langer
STRATEGY FINANCIAL GROUP
Phoenix, AZ 85054
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CRD#: 7353353
JL
Professional summary
John Robert 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Robert Langer | John R 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.
(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.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Langer'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
March 20, 2025 - Present
STRATEGY FINANCIAL GROUP
Office #1: 7010 E Chauncey Lane #130, Phoenix, AZ 85054RIA
CRD#: 164531
Phoenix, AZ
Past
June 25, 2024 - March 11, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PHOENIX, AZ
Past
June 25, 2024 - March 11, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PHOENIX, AZ
Past
December 6, 2022 - June 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROCHESTER, MN
Past
December 6, 2022 - June 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROCHESTER, MN
Past
August 16, 2022 - October 31, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Rochester, MN
Past
August 16, 2022 - October 31, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Rochester, MN
Past
February 2, 2022 - August 17, 2022
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
ROCHESTER, MN
Past
July 13, 2021 - August 17, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
ROCHESTER, MN
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 - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 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
Arizona(3/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
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 - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7010 E Chauncey Lane #130, Phoenix, AZ 85054
Mailing Address
Phone number
(602) 343-9301
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,692 |
| AUM (Assets Under Management) | $ 279,866,584 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
