Advisor profile


My approach

David J Lange - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

David J Lange - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • CLU® Chartered Life Underwriter®

Education

  • Augsburg University, BA Bus. Admin & Econ '08 - Minneapolis, MN

Interests

    • Biking and running
    • Spending time with family & friends outside
    • Time with my children's interests: ballet, gymnastics, and swimming
    • Camping in State & National Parks Across Arkansas and the United States
    • Spending time relaxing on the beach
    • Volunteering for non-profit schools, housing organizations, and food shelf

Community participation

  • Feed My Starving Children
  • Habitat for Humanity
  • Local After School Programs