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Charles Phillips Langeland

Stifel, Nicolaus & Company, Incorporated

Spring Lake, MI

Grand Rapids, MI

CRD 4391375

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-17
  • MI RA
    APPROVED
    Since 2024-06-17

Branch Locations

Spring Lake, MI • United States

250 Pearl Street - 2Nd Floor Grand Rapids Downtown, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comerica Securities, Inc. Grand Rapids MI 09/2016 04/2021
Beene Garter Llp Grand Rapids MI 09/2015 09/2016
Lpl Financial, Llc Spring Lake MI 04/2021 06/2024
Global Retirement Partners, Llc Spring Lake MI 04/2021 06/2024
Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-04
  • S66 Uniform Combined State Law Examination
    2012-12-04
Other Names
  • Charles P. Langeland
  • Charles Phillips Langeland
  • Chuck Langeland
  • Charles Phillips Langeland

View on SEC IAPD

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