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Stephen John Lange

INVESTMENT PERFORMANCE SERVICES LLC·SAVANNAH, Georgia
SIE, Series 7TO, Series 63, Series 65Clean recordINVESTMENT PERFORMANCE SERVICES LLC
570 EAST YORK STREET, SAVANNAH, GA 31401CRD# 4572903Firm CRD# 105527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen John Lange · SAVANNAH, GA
Registration
CRD #4572903 · INVESTMENT PERFORMANCE SERVICES LLC
Brand Profile
Not yet started
01

Career History

DIMENSIONAL FUND ADVISORS LP
May 2026 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Series 65
Registration record
First registered · May 4, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT PERFORMANCE SERVICES LLC
CRD 105527 · SEC 801-33204
AUM
$618M
Regulatory assets under management
Employees
32
5 client accounts
Services offered by INVESTMENT PERFORMANCE SERVICES LLC
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at INVESTMENT PERFORMANCE SERVICES LLC →
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05

Frequently Asked Questions

What services does Stephen John Lange offer?
Stephen John Lange specializes in Wealth Management. Contact their office in SAVANNAH, Georgia for a consultation.
What are Stephen John Lange's credentials?
Stephen John Lange is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen John Lange located?
Stephen John Lange is based in SAVANNAH, Georgia, working with INVESTMENT PERFORMANCE SERVICES LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.
How does Stephen John Lange charge for services?
Stephen John Lange's firm is compensated through subscription fees, other: percentage of assets as to which ips provides investment advice. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PERFORMANCE SERVICES LLC?
INVESTMENT PERFORMANCE SERVICES LLC has approximately 32 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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