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).
-
Total Assets Under Management706MILLION
-
Total Number of Accounts3,016ACCOUNTS
-
Average Account Value$234,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, LA, MI, NC, NE, NH, SC, TN, TX, WI
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.
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.
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.
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.
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.