Keith
Langan

Columbia Management Investment Advisers, LLC

CRD#4933994
Investment Advisor
in Carmel, IN

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About this Advisor

Keith Langan is a financial advisor working in Carmel, Indiana with 3 years of relevant experience. Langan works at Columbia Management Investment Advisers, LLC. Their career trajectory has included roles at The Prudential Insurance Company Of America, Columbia Management Investment Distributors, Inc, Mbsc Securities Corporation and Prudential Investment Management Services LLC. Langan has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Indiana, Kentucky and Ohio. Columbia Management Investment Advisers, LLC is an advisory company that has its headquarters in Boston, MA. The company has offices in eight locations and a total of 1,010 financial advisors. It handles $388 billion in assets under management between its 5,163 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 59 charities and foundations. Of its 5,163 customer accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. Columbia Management Investment Advisers, LLC offers a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually vary depending on which service is offered. However, fee types charged by Columbia Management Investment Advisers, LLC may include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Carmel, IN

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

IN Average: $16,012,751,954
Total Number of Employees

1,010

IN Average: 118
Total Number of Accounts

5,163

IN Average: 4,567
Average Account Size

$75,225,390

IN Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Keith Langan Work History

Keith has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Columbia Management Investment Distributors, Inc

2014 - 2019 (5 years)

Mbsc Securities Corporation

2010 - 2014 (4 years)

Prudential Investment Management Services LLC

2008 - 2014 (6 years)

The Prudential Insurance Company Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Langan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbia Management Investment Advisers, LLC

Michael Matarazzo
Boston, MA
Corey Millhouse
Boston, MA
Mason Horrigan
Boston, MA
Christopher Finch
Boston, MA
Matthew Belniak
Boston, MA
Shane Calhoun
Boston, MA
Peter L'Italien
Boston, MA
Madeline Hart
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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