Jamie Langbein, financial advisor Clive IA

Jamie Langbein

CRD Number: 6641102
Current Firm: Park Avenue Securities LLC

Jamie Langbein (CRD# 6641102) is an Investment Advisor Representative working at Park Avenue Securities LLC in Clive, IA and has over 7 years of experience in the finance industry. Jamie Langbein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities, LLC Clive, IA Oct 2019 - Current 4
Guardian Life Insurance Co Of America Clive, IA Jun 2019 - Current 4
Iron Horse Wealth Management West Des Moines, IA Mar 2017 - Apr 2019 2
Legacy Financial Group Des Moines, IA Jan 2016 - Mar 2017 1
Suntotal Systems West Des Moines, IA Dec 2013 - Dec 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
S63 Uniform Securities State Law Examination Dec 2019
Contact Info for Jamie A. Langbein
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
  • IA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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