Steven Langlie (CRD# 7074407) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 5 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Madison, WI | Mar 2019 - Current | 5 |
Primerica Financial Services | Madison, WI | Sep 2018 - Current | 6 |
Johnson Health Tech North America | Cottage Grove, WI | Oct 2015 - Current | 9 |
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 |
- WI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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