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Paul William Lange

Defining Wealth

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About Paul William Lange

Paul Lange is a financial advisor with Defining Wealth. Paul has been in the financial services industry since 2008. Paul works with individuals and families to help them achieve their financial goals. Paul is a licensed insurance agent and can provide clients with insurance solutions as well. Defining Wealth is based in Nashville, TN and has been in business since 2024. The firm manages over $8 million in assets and has 19 clients. Paul's clients include individuals, families, and high-net-worth individuals.

Firm Information

Paul Lange is currently registered with Defining Wealth. Defining Wealth is an independent Registered Investment Advisor (RIA) providing financial planning and investment management services to individuals and families. They specialize in helping clients define and achieve their financial goals, offering personalized solutions tailored to each client's unique circumstances. With a focus on transparency and a commitment to client education, Defining Wealth strives to empower individuals to take control of their financial futures. They serve a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth, and manage approximately $8.2 million in assets.

$8.21M

Assets Under Management

19

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Lange’s Registration & Firm History

TN

04/23/2024 - Present

Defining Wealth (Nashville TN)

NE

03/21/2022 - 01/12/2024

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

TN

06/04/2010 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

MI

06/19/2008 - 05/20/2010

HANTZ FINANCIAL SERVICES, INC. (OKEMOS MI)

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Licenses & Designations

IA

Issued 03/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul William Lange.
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