Lantz Financial LLC

Lantz Financial LLC (CRD# 297573) is a financial advisory firm headquartered in Naperville, IL. They manage $706,141,358 in 3,016 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1733 Park Street, Suite 350, Naperville, IL 60563
https://linkedin.com/in/daniel-rohlfing-cfp-612b4b161/
By the Numbers
  • Total Assets Under Management
    706
    MILLION
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $234,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, LA, MI, NC, NE, NH, SC, TN, TX, WI

Financial Advisors at Lantz Financial LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael Lantz, financial advisor Naperville IL
Michael J. Lantz
CRD#: 2099896
1733 Park Street, Suite 350, Naperville, IL 60563

Michael Lantz (CRD# 2099896) is an Investment Advisor Representative working at Lantz Financial LLC in Naperville, IL and has over 33 years of experience in the finance industry.

2
Daniel Rohlfing, financial advisor Naperville IL
Daniel B. Rohlfing
CRD#: 4177008
1733 Park Street, Suite 350, Naperville, IL 60563

Daniel Rohlfing (CRD# 4177008) is an Investment Advisor Representative working at Lantz Financial LLC in Naperville, IL and has over 17 years of experience in the finance industry.

3
Kristin Crowley, financial advisor Naperville IL
Kristin M. Crowley
CRD#: 7073809
1733 Park Street, Suite 350, Naperville, IL 60563

Kristin Crowley (CRD# 7073809) is an Investment Advisor Representative working at Lantz Financial LLC in Naperville, IL and has 1 year of experience in the finance industry.

4
Madeline Griffith, financial advisor Naperville IL
Madeline Griffith
CRD#: 6856374
1733 Park Street, Suite 350, Naperville, IL 60563

Madeline Griffith (CRD# 6856374) is an Investment Advisor Representative working at Lantz Financial LLC in Naperville, IL and has 1 year of experience in the finance industry.

5
Derek Raridon, financial advisor Naperville IL
Derek Raridon
CRD#: 6919250
1733 Park Street, Suite 350, Naperville, IL 60563

Derek Raridon (CRD# 6919250) is an Investment Advisor Representative working at Lantz Financial LLC in Naperville, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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