Advisor at Alpha Cubed Investments, LLC
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
Alpha Cubed Investments, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 65
Industry experience
15 years
Mark Langerman is a financial advisor with Alpha Cubed Investments, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Alpha Cubed since 2015 and has prior experience with CapFinancial Partners, Ascendant Advisors, and Empowerment Financial Group. Langerman serves as a board member for the Pills Anonymous Works Service Office and the Monterrey and Mountainview Neighborhood Association. Alpha Cubed Investments provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, and family office services, managing approximately $3.0 billion in client assets with a focus on continuous account supervision and diversified investment strategies.
Based on Alpha Cubed Investments, LLC
Based on Alpha Cubed Investments, LLC
Financial planning flat fees range from $1,500 to $10,000
Some representatives are registered representatives and may accept commissions from insurance and securities sales.
Financial planning hourly fee up to $350/hour
Fee-only: Financial planning fees: hourly up to $350/hour; flat fees $1,500 to $10,000; percentage of assets under advisement up to 1%
9375 E. Shea Blvd, Suite 100
Scottsdale, AZ 85260
Arizona · Texas
CapFinancial Partners, LLC. (CAPTRUST)
2026 - Present (1 year)
Alpha Cubed Investments, LLC
2015 - 2026 (11 years)
Ascendant Advisors, Llc
2012 - 2021 (9 years)
Empowerment Financial Group
2009 - 2022 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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