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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Cape Girardeau, MO 63701
Tactive Advisors, LLC
Team
Kerry Lang is a financial advisor with Tactive Advisors, LLC in Cape Girardeau, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Mainstreet RIA LLC, PlanMember Securities Corporation, and Forrest T. Jones & Co. Lang also operates as a sole proprietor, engaging in insurance sales focused on annuity and life insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework for constructing blended model portfolios and offers portfolio management through a robo-advisor platform combined with sub-advisory and TAMP services.
Based on Tactive Advisors, LLC
Fixed fees may be charged for financial planning services in addition to advisory fees.
$0.00 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000 - $5,999,999: 0.80% $6,000,000 - $6,999,999: 0.75% $7,000,000 - $7,999,999: 0.70% $8,000,000 - $8,999,999: 0.65% $9,000,000 - $9,999,999: 0.60% $10,000,000 - $10,999,999: 0.55% $11,000,000 - $11,999,999: 0.50% $12,000,000 - $12,999,999: 0.45% $13,000,000 - $13,999,999: 0.40% $14,000,000 - $14,999,999: 0.35% $15,000,000+: 0.30%
Account minimum: $500 Minimum fee: $500 minimum balance for Tactive Robo-Advisor (TRA) and Advisor Advice packages Fee-only: Annual fees as percentage of assets under management based on tiered schedule; no commissions charged.
Cape Girardeau, MO
2415 Saddle Ridge Ln.
Cape Girardeau MO 63701
Advisors at this office
1
Missouri
20 years of industry experience
Strategy Marketplace LLC
2021 - Present • 5 years
Cape Girardeau, MO
Self Employed
2020 - Present • 6 years
Cape Girardeau, MO
Mainstreet RIA LLC
2020 - 2021 • 1 year
Cape Girardeau, MO
Kerry Lang Sole Proprietor
2020 - Present • 6 years
Cape Girardeau, MO
PlanMember Securities Corporation
2020 - 2020 • 1 year
Carpinteria, CA
Forrest T. Jones & Co Inc. dba FTJ Retirement Advisors
2006 - 2020 • 14 years
Kansas City, MO
Fidelity Security Life Insurance
2006 - 2020 • 14 years
Kansas City, MO
National Pension & Group Consultants, Inc.
2006 - 2020 • 14 years
Kansas City, MO
National Pension & Group Consultants, Inc.
2006 - 2018 • 12 years
Kansas City, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cape Girardeau, MO
Strategic Investment Advisors, Ltd.
John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.
Series 65
Cape Girardeau, MO
Alspaugh Wealth Management
Kyle Hylla is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Alspaugh Wealth Management, he worked at Innovative Insurance Consultants, LLC, First Midwest Bank, Parkside Financial Bank & Trust, Lockton Companies, and MRV Banks. Alspaugh Wealth Management serves individual and high-net-worth clients offering discretionary asset management, financial planning, and retirement-plan services. The firm employs a range of investment methods and collaborates with co-advisors and sub-advisors while maintaining a focus on participant education and technology-supported performance reporting.
Series 65
Cape Girardeau, MO
Alspaugh Wealth Management
Jason Lee is a financial advisor at Alspaugh Wealth Management with six years of industry experience. He holds a Series 65 license and has worked at Alspaugh Wealth Management since 2020. In addition to his advisory role, Lee operates an insurance agency, Innovative Insurance Consultants, based in Cape Girardeau, Missouri. Alspaugh Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and retirement-plan services. The firm uses a variety of investment methods and works with co-advisors and sub-advisors to manage client portfolios, conducting regular account reviews and providing technology-supported performance reporting.
Series 65
Cape Girardeau, MO
Alspaugh Wealth Management
Tracy Pelczynski is a financial advisor at Alspaugh Wealth Management with a Series 65 designation. She has been with the firm since 2023 and previously worked at SoutheastHEALTH for 28 years. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a mix of investment methods and works with co-advisors and sub-advisors to manage portfolios, offering regular account reviews and performance reporting.
Series 66
Cape Girardeau, MO
Alspaugh Wealth Management
Brock Alspaugh is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 66 designation and 24 years of industry experience. He founded Alspaugh Wealth Management in 2013 and previously worked at Taylor Capital Management Inc. from 2013 to 2018. Outside of advising, he has been involved with Innovative Insurance Consultants, an insurance products sales business, since 2008. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a range of investment methods and delegates portfolio management for some accounts while maintaining oversight and conducts regular account reviews and client reporting.
Series 63, Series 66
Jackson, MO
Stone House Investment Management, LLC
Clay Eubanks is a financial advisor with Stone House Investment Management, LLC, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Stone House, he spent 15 years at Procter and Gamble and held various roles within Thrivent Financial and Thrivent Investment Management Inc. Stone House Investment Management provides discretionary investment management and modular financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies, uses active trading techniques, and offers specialty solutions including third-party manager oversight, managing over $840 million in discretionary assets as of the end of 2025.
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