Todd Lang has been an investment adviser representative at Vista Investment Partners since November 2022, and is not listed among the firm’s executive officers or direct owners. Todd Lang studied at Westminster College.
Vista Investment Partners LLC is an Oklahoma City, OK firm with $611M under management, 479 clients and 6 advisers across 2 offices, as of its May 2026 filing.
Todd Lang is Senior Investment Advisor and Branch Manager at Vista Investment Partners. His responsibilities center on client relationship management and investment recommendations; he specializes in general asset management and portfolio design, with a secondary focus on group retirement plans such as corporate 401(k) plans, IRAs and rollovers. He has worked in the financial services industry for over 34 years, including at Merrill Lynch and Smith Barney.
Todd Lang’s longest registration was 10 years at Citigroup Global Markets Inc. (1998–2008). Before joining Vista Investment Partners in 2022, Todd Lang was registered through Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 3 yearsTulsa, OK · Adviser representative · Firm CRD 286014
- Raymond James & Associates, Inc.– · 7 yearsTulsa, OK · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsTulsa, OK · Adviser representative · Firm CRD 7691
- Banc of America Investment Services, Inc.– · under a yearTulsa, OK · Adviser representative · Firm CRD 16361
- Citigroup Global Markets Inc.– · 10 yearsTulsa, OK · Adviser representative · Firm CRD 7059
Professional designations
Listed by Vista Investment Partners
- Certified Retirement Plan Specialist (CRPS®)
Investment adviser representative registrations
Todd Lang is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2022; the most recent is Texas, in July 2025.
- OklahomaSince 22 November 2022
- TexasResidentSince 16 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 31 January 2024 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 31 January 2024 |
| Series 7TO | General Securities Representative Examination | 31 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 1991 |
| Series 7 | General Securities Representative Examination | 3 June 1991 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Dennis Lang
- CRD
- 2139647
- Firm
- Vista Investment Partners · CRD 286014
- Office
- 2626 East 21st Street, Suite 3, Tulsa, OK 74114
- Registration
- Investment adviser registration
- In the industry since
- June 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vistainvestment.com
Where does Todd Lang work?
Todd Lang is an investment adviser representative registered through Vista Investment Partners LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Todd Lang a financial advisor?
Yes. Todd Lang has a current investment-adviser registration in Oklahoma and Texas, through Vista Investment Partners since November 2022.
How many years of experience does Todd Lang have?
Todd Lang has 34 years in the financial industry, since June 1992, across 5 adviser firms.
What exams has Todd Lang passed?
Todd Lang has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 10, Series 9 and Series 7TO. The earliest, the Series 7, was passed in June 1991. FINRA credited Todd Lang with the SIE, which began in October 2018.
Where did Todd Lang work before Vista Investment Partners?
Before Vista Investment Partners, Todd Lang was registered through Raymond James & Associates, Inc., April 2014 to October 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to April 2014; Banc of America Investment Services, Inc., October 2008 to October 2009; Citigroup Global Markets Inc., September 1998 to November 2008.
Where is Todd Lang based?
Todd Lang’s registered office is in Tulsa, OK.
Is Todd Lang registered with FINRA?
No. Todd Lang has no current broker registration.
How can I verify Todd Lang’s record?
Search CRD 2139647 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Lang’s full registration record.
