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Tracy Lange, Cfp (R)

Cfp at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Lpl Financial</span>
Intro Book
Certified Financial Planner with 20+ years of experience in financial planning, investment strategies, and risk management.
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Location
Tyler, Texas, United States, US
Skills
  • Business Planning
  • Portfolio Management
  • Financial Modeling
  • Distribution Management
  • Investment Strategies
  • Show all
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Bio

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Tracy Lange is a seasoned financial expert with over 20 years of experience in business planning, portfolio management, and investment strategies. She holds a Bachelor of Business Administration degree from the University of Texas at Tyler and is a Certified Financial Planner (CFP) professional. Tracy has worked with various financial institutions, including LPL Financial, Lange Wealth Management, and Raymond James Financial, Inc., where she has provided financial planning, investment advisory, and risk management services to clients. She is also a certified insurance counselor and transportation risk specialist. With her extensive experience and certifications, Tracy has developed a strong expertise in helping individuals and businesses navigate complex financial decisions and achieve their long-term goals.

Credentials

  • Transportation Risk Specialist
    MCIEF
    Mar, 2019
    - May, 2026
  • Certified Insurance Counselors (CIC)
    The National Alliance for Insurance Education and Research
    Apr, 2001
    - May, 2026
  • CFP (R)
    CFP Board

Experience

  • LPL Financial
    • CFP®
      • Apr 2004 - Present
  • Lange Wealth Management
    • 1610 Shadywood Lane Mount Pleasant, Texas 75455
    • CEO, Founder
      • Feb 2016 - Present
      • 1610 Shadywood Lane Mount Pleasant, Texas 75455

      Lange Wealth Management&#39;s mission is to empower you to successfully navigate life’s many stages with sound financial counsel. The first step in the process starts with you letting us know your life dreams, values and priorities and allowing us to listen intensely so we can assist you in deve...

  • Cantella & Co., Inc.
    • Financial Representative
      • May 2003 - May 2004
  • Raymond James Financial, Inc.
    • Investment Advisor
      • Jan 1999 - May 2003
  • Robert Thomas Securities
    • Financial Advisor
      • Nov 1998 - Jan 1999

Education

  • 1992 - 1995
    University of Texas at Tyler

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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