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Louis Lange

Investment Adviser Representative at SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

San Diego, CACRD #6893617Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
9 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Louis Lange has worked in the securities industry since 2021. They are registered to provide investment advisory services in 9 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
ArizonaCaliforniaColoradoNevadaOklahomaOregonTennesseeUtahWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/9/2022
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 7
General Securities Representative Examination
Passed 9/13/2021
SIE
Securities Industry Essentials Examination
Passed 1/24/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Superior Planning Wealth Management & Family Office Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICECurrent
4/21/2026San Diego, CA
PLANMEMBER SECURITIES CORPORATIONCurrent
3/16/2022San Diego, CA
LPL FINANCIAL LLC
9/13/20212/28/2022San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

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View SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Louis Lange has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Louis Lange - Financial Advisor in San Diego, CA | AdvisorFinder