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Frank Christopher Lanza

ZACKS INVESTMENT MANAGEMENT, INC.·CHICAGO, Illinois
SIE, Series 7, Series 65Clean record18 years registeredZACKS INVESTMENT MANAGEMENT, INC.
10 S. RIVERSIDE PLAZA, CHICAGO, IL 60606CRD# 4215640Firm CRD# 110897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Christopher Lanza · CHICAGO, IL
Registration
CRD #4215640 · ZACKS INVESTMENT MANAGEMENT, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

ZACKS INVESTMENT MANAGEMENT, INC.
Feb 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · February 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZACKS INVESTMENT MANAGEMENT, INC.
CRD 110897 · SEC 801-40592
AUM
$10.6B
Regulatory assets under management
Employees
111
11,373 client accounts
Services offered by ZACKS INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ZACKS INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Frank Christopher Lanza offer?
Frank Christopher Lanza specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Frank Christopher Lanza's credentials?
Frank Christopher Lanza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Christopher Lanza located?
Frank Christopher Lanza is based in CHICAGO, Illinois, working with ZACKS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Frank Christopher Lanza charge for services?
Frank Christopher Lanza's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZACKS INVESTMENT MANAGEMENT, INC.?
ZACKS INVESTMENT MANAGEMENT, INC. has approximately 111 employees and manages $10.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZACKS INVESTMENT MANAGEMENT, INC.

Benjamin Laib Zacks
CHICAGO, IL
Donald Eugene Ralph
CHICAGO, IL
Leonard Harvey Zacks
CHICAGO, IL

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