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Kevin Lang

Advisor at Lang & Becker, Inc.

Updated today

Firm

Lang & Becker, Inc.

Location

Washington, MO 63090

Credentials

CFP®, Series 63

Industry experience

31 years

About

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.

Client services

Based on Lang & Becker, Inc.

Portfolio management Selection of other advisers

Expertise

Based on Lang & Becker, Inc.

Active portfolio management Concentrated stock management

Fee options

Percentage

$250,000 - $1,500,000: 1.00% - 1.50% annually (negotiable) $1,500,001+: 0.75% annually (negotiable)

Commissions

IARs may receive commissions for securities or insurance sales through Osaic.

Other

Account minimum: $250,000 minimum fee generally imposed Minimum fee: Generally, a minimum fee of $2,500 is imposed for investment advisory services, exceptions may apply.

Location

421 W. 5 Th Street

Washington, MO 63090

Most active in

Illinois · Missouri · Texas · Wisconsin

Work history

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)

Disclosures

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

Business activities & affiliations

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