Unclaimed
Brett Alan Lange is an investment advisor representative with THE Wealth Consulting Group. Brett Lange has been in the industry since December 19, 2000. Brett Lange has a Series 7, Series 63, and Series 65 licenses. Brett Lange has been registered with LPL Financial since 2009 and has a current registration with The Wealth Consulting Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
07/19/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
02/29/2008 - 08/03/2009
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
12/19/2000 - 03/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 08/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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