Kolby Lang
Advisor at Lang & Becker, Inc.
Updated today
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.
Firm
Lang & Becker, Inc.
Location
Washington, MO 63090
Credentials
Series 63, Series 66
Industry experience
4 years
About
Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.
Fee options
$250,000 - $1,500,000: 1.00% - 1.50% annually (negotiable) $1,500,001+: 0.75% annually (negotiable)
IARs may receive commissions for securities or insurance sales through Osaic.
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
Kolby L has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri
Work history
OSAIC
2024 - Present (2 years)
Lang & Becker, Inc.
2024 - Present (2 years)
Triad Advisors
2024 - 2024 (1 year)
Citigroup
2022 - 2024 (2 years)
TDAmeritrade
2021 - 2022 (1 year)
Lang & Becker
2021 - 2021 (1 year)
Stepp & Rothwell
2020 - 2021 (1 year)
Hawthorne Inn
2013 - 2020 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Christopher A
CFA®, Series 66
Marthasville, MO
1035 Capital Management LLC
Kevin L
CFP®, Series 63
Washington, MO
Lang & Becker, Inc.
Annmarie H
Series 63, Series 66
Washington, MO
Wealth Management Advisors, inc.
Billy W
Series 63, Series 65
Union, MO
Benjamin F. Edwards & Company, Inc.
John M
Series 63, Series 65
Labadie, MO
Vicus Capital, Inc.
Larry B
Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
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