Emily Langeveld
Investment adviser representative at Promontory Financial Planning, LLC
14 yearsExperience
1 stateRegistered in
$319MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Promontory Financial Planning, LLCFeb 2022 to now
- Ready WiseJan 2019 to Jan 2022
- Langeveld HouseholdDec 2012 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Promontory Financial Planning, LLC
$319MAssets managed
570Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7972518
- Firm CRD
- 153666