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Current Employers
Superior Planning Wealth Management & Family Office

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21

Branch Locations

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-16
  • CA RA
    APPROVED
    Since 2022-03-16

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 • 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
Lpl Financial San Diego CA 12/2017 02/2022
Unemployed Santee CA 05/2017 12/2017
Vtg Communications Vista CA 10/2014 05/2017
Planmember Securities Corporation Carpinteria CA 03/2022 01/2023
Calpro Network Financial Services San Diego CA 02/2022 01/2023
Planmember Securities Corporation Carpinteria CA 01/2023 Present
Calpro Network Financial Services San Diego CA 01/2023 05/2025
Louis Lange Financial And Insurance Services San Marcos CA 05/2022 Present
Bsa Dba Superior Planning Financial Solutions San Diego CA 05/2025 Present
Muir And Griffith Land Company, Llc San Marcos CA 02/2023 Present
Superior Planning, Llc Dba Spwmfo San Diego CA 03/2026 Present
Superior Planning Wealth Management & Family Office San Diego CA 04/2026 Present
  • 12/2017 → 02/2022
    Lpl Financial
    San Diego, CA
  • 05/2017 → 12/2017
    Unemployed
    Santee, CA
  • 10/2014 → 05/2017
    Vtg Communications
    Vista, CA
  • 03/2022 → 01/2023
    Carpinteria, CA
  • 02/2022 → 01/2023
    Calpro Network Financial Services
    San Diego, CA
  • 01/2023 → Present
    Carpinteria, CA
  • 01/2023 → 05/2025
    Calpro Network Financial Services
    San Diego, CA
  • 05/2022 → Present
    Louis Lange Financial And Insurance Services
    San Marcos, CA
  • 05/2025 → Present
    Bsa Dba Superior Planning Financial Solutions
    San Diego, CA
  • 02/2023 → Present
    Muir And Griffith Land Company, Llc
    San Marcos, CA
  • 03/2026 → Present
    Superior Planning, Llc Dba Spwmfo
    San Diego, CA
  • 04/2026 → Present
    San Diego, CA
Other Businesses

1) BSA Financial Network and Insurance Services Inc. dba Superior Planning Financial Solutions (formerly CalPRO); 10085 Carroll Canyon Rd, Suite 150, San Diego CA 92131; Start date 5/8/2025; Registered Representative; Insurance and securities sales and service; 160 hrs/mo; 160 hrs/mo during trading; IR 2) Louis Lange Financial and Insurance Services-1308 Camino Del So, San Marcos, CA 92069; Investment related; Entity for banking and tax purposes only; Owner & President; Start date 5/2022; 10 hrs/mnth; 0 hrs/mnth during trading. 3) San Diego Center for Economic Education Advisory Board; 900 Rancho San Diego Parkway, El Cajon CA 92019; Start date 4/11/2024; Advisory Board Member; Provide financial education to individuals associated with SDCEE; 8 hrs/mo; 0 hrs/mo during trading; IR 4) Muir and Griffith Land Company LLC; 1308 Camino Del Sol, San Marcos CA 92069; Start date 2/1/2023; Manager of LLC; act as a manager for real property business providing accounting and administrative support including collecting lease payments, paying of bills. and member distributions. This is a family business.; 5 hrs/mo; 0 hrs/mo during trading; NIR 5) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, 150, San Diego CA 92131; Start Date 3/1/2026; Financial Advisor; Investment advisor and portfolio manager for client managed accounts; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-09
  • S66 Uniform Combined State Law Examination
    2022-02-09
Other Names
  • Louis Lange
  • Louis Muir Lange

View on SEC IAPD

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