Kevin Lang
Advisor at Lang & Becker, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lang & Becker, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, MO 63090
Credentials
CFP®, Series 63
Industry experience
31 years
Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.
Based on Lang & Becker, Inc.
$250,000 - $1,500,000: 1.00% - 1.50% annually $1,500,001+: 0.75% annually
IARs may receive commissions as registered representatives of Osaic for sale of securities and insurance products
Account minimum: $2,500 Minimum fee: Minimum fee of $2,500 generally imposed for investment advisory services; exceptions may be made
421 W. 5 Th Street
Washington, MO 63090
Illinois · Missouri · Texas · Wisconsin
OSAIC
2024 - Present (2 years)
Lang & Becker, Inc.
2006 - Present (20 years)
Triad Advisors, LLC
1998 - 2024 (26 years)
Kevin J Lang Cpa
1990 - Present (36 years)
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.
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