Louis Lange

Employer firm

Superior Planning Wealth Management & Family Office CRD 130711

$350M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2022 → 01/2023
  Calpro Network Financial Services
  San Diego, CA
• 01/2023 → Present
  Planmember Securities Corporation
  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
  Superior Planning Wealth Management & Family Office
  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

• S66 Uniform Combined State Law Examination
  2022-02-09

Other Names

• Louis Lange
• Louis Muir Lange