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Douglas Mac Langford

Advisor at Simplicity wealth — Logan, UT

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Logan, UT

Simplicity wealth logo

Simplicity wealth

Multi-team

Total advisors

206

Across 141 offices

Clients per advisor

41 Low

Avg AUM per client

$202,617 Very Low

HNW client ratio

8% Low

About

Douglas Langford is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. Outside of advisory work, he owns Allegis Advisor Group / Capital Protection & Insurance Services, a business involved in fixed life insurance, annuities, and securities insurance sales. Simplicity Wealth serves a diverse client base, ranging from individual and high-net-worth investors to corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, along with technology and operational support for other advisers through its managed account platform.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management

Occupation focus

Based on Simplicity wealth

Retired Founder/Business Owner

Demographic focus

Based on Simplicity wealth

Values-based investing

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Fee options

Fixed

Financial planning fixed fees are negotiable and determined on a case-by-case basis.

Project-based

Hourly fees for financial planning services are negotiable and determined on a case-by-case basis.

Location

See office

Logan, UT

Logan UT

Advisors at this office

1

Most active in

Idaho · Utah

Work history

12 years of industry experience

Simplicity wealth

2023 - Present • 3 years

Summit, NJ

Portside Wealth Group

2023 - 2023 • 1 year

Provo, UT

TownSquare Capital

2020 - 2023 • 3 years

Provo, UT

ARS Investment Advisors, Inc.

2018 - 2020 • 2 years

North Ogden, UT

Allegis Investment Advisers, Llc Fka Bowengroup Advisors, Llc

2013 - 2018 • 5 years

Idaho Falls, ID

Allegis Investment Advisors

2013 - 2018 • 5 years

North Ogden, UT

Allegis Advisor Group

2011 - Present • 15 years

North Ogden, UT

Allegis Advisor Group

2011 - Present • 15 years

Willard, UT

The Jerky Shack

2001 - 2017 • 16 years

North Ogden, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jace C

CFP®, Series 65

Smithfield, UT

Backbone Planning Partners LLC

Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive Retired Approaching retirement Young Professionals
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Dennis F

Series 63, Series 65

Newton, UT

Ferguson Financial Advisors

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, Utah, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at On Investment Management Co and The O.N. Equity Sales Company, and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he is a licensed insurance agent providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individuals, high-net-worth clients, and businesses. The firm offers asset management, retirement plan advisory services, financial planning, consulting, and educational seminars, typically managing accounts on a discretionary basis and utilizing third-party platforms and sub-advisers.

Retirement income strategy General estate planning guidance Cash flow / budgeting Wealth management
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David B

Series 65

Wellsville, UT

B6 Capital

David Burnett is a financial advisor at B6 Capital with one year of industry experience. He holds a Series 65 designation and has worked with DB Global, LLC since 2015 and Microflex since 2009. Outside of advising, he is involved in several non-investment businesses, including serving as owner and president of a medical glove brokerage and owning pharmacies in Utah. B6 Capital provides financial planning, investment advice, and consulting services to individual clients through customized written plans and educational workshops. The firm offers non-discretionary, advisory-only recommendations based on fundamental, technical, charting, and cyclical analysis, without taking custody of client assets.

Annuities Wealth management Retirement income strategy Business exit / sale strategy General estate planning guidance
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James V

Series 63, Series 65

Providence, UT

Connect Financial Advisors

James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Real estate investing Founder/Business Owner Retired Executive Established Professionals Baby Boomers (Born 1946-1964)
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Nathan S

PFS™

Logan, UT

Connect Financial Advisors

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and has professional experience spanning accounting and business roles at Shields CPA, Inc. and LW Miller Companies. Prior to joining Connect Financial Advisors, he worked in retail management at AI's Sporting Goods. Connect Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis within long-term and tactical investment strategies tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Real estate investing Founder/Business Owner Retired Executive Established Professionals Baby Boomers (Born 1946-1964)
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Dennis J

CFP®, Series 63

North Logan, UT

Allred Jackson Financial Planning, LLC

Dennis Jackson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allred Jackson Financial Planning, LLC since 2011. He is also the managing shareholder of the accounting firm Allred Jackson, P.C., where he has worked since 2000. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines investment strategies using mutual funds and ETFs with integrated tax and accounting services through its affiliation with the accounting firm Allred Jackson, P.C.

Annuities Cash flow / budgeting Elder care planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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