Steve Lange


Steve develops a comprehensive plan to reduce risk by utilizing a proven investment philosophy that serves the six essential areas of managing wealth-ensuring every base is covered.


Local roots help us understand the circumstances that may affect you and your family. Being a part of an  independent firm, Steve has full access to all the products on the market.  This gives his clients more choices and flexibility as their needs and goals change.


Committed to your success. Steve believes in building customized financial plans, educating our clients along the way and providing excellent customer service.


Team Members

  • Steve Lange

    Financial Advisor, RJFS

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    Steve provides Investment and Financial Planning. His specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients- in order to help them effectively and efficiently save for retirement, minimize tax liability and transfer their wealth. Steve holds his Series 7, Series 66, and life/health insurance licenses. Steve works with clients through portfolio analysis and truly understanding their goals and objectives to put together a framework to help them meet their financial goals and objectives. Steve also handles Disability Insurance for the team.

    Steve is originally from Dayton, Ohio and holds a bachelor degree in Finance and Marketing from the University of Kentucky. Before joining CFP® Professional Luke Aull’s, team, Steve was a financial advisor with Edward Jones for four years. Before that, Steve worked for the the Southwestern Company for eight years starting in his early college years. Steve is married to Amanda. They enjoy spending time with friends and family, watching college basketball and football, and are very involved with their church. Steve also gives a lot of his time to a non-profit organization in East Nashville.