Steven Langlie, financial advisor Madison WI

Steven Langlie

CRD Number: 7074407
Current Firm: Primerica Advisors

Steven Langlie (CRD# 7074407) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Madison, WI Mar 2019 - Current 5
Primerica Financial Services Madison, WI Sep 2018 - Current 5
Johnson Health Tech North America Cottage Grove, WI Oct 2015 - Current 8
Genus Waunakee, WI Jul 2021 - Jul 2022 1
Unemployed Madison, WI Jun 2015 - Sep 2015 < 1
Franklin In Fueling Systems Madison, WI Nov 2002 - Jun 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Steven R. Langlie
Phone Number: 833-786-0550
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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