Kolby Lang is a registered investment advisor at Osaic Wealth, INC., based in Washington, MO, with 4 years of industry experience. Kolby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
421 W. 5th Street, Washington, MO, 63090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kolby is an Investment Adviser Representative at Lang & Becker, dedicating about half their time to providing suitable recommendations, managing asset allocations, and offering financial planning services. Kolby also holds a position at Osaic Wealth, Inc., but the filing lacks details regarding the specific role and time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Lang & Becker, INC.
Previous Registrations
Triad Advisors LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
TD Ameritrade, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.