Unclaimed Profile

Marc Daniel Langva

WORK OPTIONAL, INC.·PLYMOUTH, Minnesota

Series 7, Series 63, Series 65Clean record18 years registeredWORK OPTIONAL, INC.

3360 B ANNAPOLIS LANE NORTH, PLYMOUTH, MN 55447CRD# 2897725Firm CRD# 143430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Daniel Langva · PLYMOUTH, MN

Registration

CRD #2897725 · WORK OPTIONAL, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORK OPTIONAL, INC.

INTRUA FINANCIAL

Oct 2023 – Jan 2025

Plymouth, MN

WORK OPTIONAL, INC.

Jan 2008 – Oct 2023

PLYMOUTH, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 29, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORK OPTIONAL, INC.

CRD 143430 · SEC 801-113463

AUM

$173M

Regulatory assets under management

Employees

1,092 client accounts

Services offered by WORK OPTIONAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WORK OPTIONAL, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Daniel Langva offer?

Marc Daniel Langva specializes in Financial Planning, Investment Management, Wealth Management.

What are Marc Daniel Langva's credentials?

Marc Daniel Langva is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Daniel Langva located?

Marc Daniel Langva is based in PLYMOUTH, Minnesota, last registered with WORK OPTIONAL, INC..

How does Marc Daniel Langva charge for services?

Marc Daniel Langva's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORK OPTIONAL, INC.?

WORK OPTIONAL, INC. has approximately 3 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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