AUMdb

Langlois, Michael A

State-registered Insurance-Affiliated CRD 123877 · Cranston, RI · WWW.RIFINANCIALPLANNER.COM
☆ Save with Pro ADV data as of Feb 19, 2026
Regulatory AUM
Discretionary
Clients
10
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 10 $0

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
U Of I Community Credit Union 401(k) Plan U Of I Community Credit Union 2024
Material Sciences Corporation Savings And Investment Plan Material Sciences Corporation 2024

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Michael Arthur Langlois Registered representative CFP Dec 2004 (22y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (2)

PlanSponsorParticipantsPlan assetsAs of
U Of I Community Credit Union 401(k) Plan U Of I Community Credit Union 179 $18.0M 01/01/2024
Material Sciences Corporation Savings And Investment Plan Material Sciences Corporation 249 $55.1M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/19/2026 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Financial planning services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.

View current Form ADV (SEC/IAPD) ↗