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Joshua Lynn Lang

Significant Wealth Partners LLC

Cary, IL

CRD 7088559

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Employer firm

Significant Wealth Partners LLC CRD 293060

$126M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Significant Wealth Partners Llc

117 W. Main St., Cary, IL 60013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-20
  • IL RA
    APPROVED
    Since 2022-07-20

Branch Locations

117 W. Main St., Cary, IL 60013 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Capital Brokerage North Port FL 09/2019 07/2022
The Achievement Group North Port FL 06/2019 09/2019
Modern Woodmen Of America Port Charlotte FL 05/2018 05/2019
Iss Action Inc Punta Gorda FL 06/2016 05/2018
Brookstone Capital Management Llc North Port FL 08/2020 11/2020
Significant Wealth Partners Llc Cary IL 12/2020 Present
Mutual Trust Life North Port FL 01/2021 06/2022
  • 09/2019 → 07/2022
    Highland Capital Brokerage
    North Port, FL
  • 06/2019 → 09/2019
    The Achievement Group
    North Port, FL
  • 05/2018 → 05/2019
    Modern Woodmen Of America
    Port Charlotte, FL
  • 06/2016 → 05/2018
    Iss Action Inc
    Punta Gorda, FL
  • 08/2020 → 11/2020
    North Port, FL
  • 12/2020 → Present
    Cary, IL
  • 01/2021 → 06/2022
    Mutual Trust Life
    North Port, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-24
  • S65 Uniform Investment Adviser Law Examination
    2020-07-24

View on SEC IAPD

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