Unclaimed Profile

Daniel Bryan Rohlfing

LANTZ FINANCIAL LLC·NAPERVILLE, Illinois

SIE, Series 7, Series 66CFPClean record19 years registeredLANTZ FINANCIAL LLC

1733 PARK STREET, NAPERVILLE, IL 60563CRD# 4177008Firm CRD# 297573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Bryan Rohlfing · NAPERVILLE, IL

Registration

CRD #4177008 · LANTZ FINANCIAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

LANTZ FINANCIAL LLC

Sep 2018 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2017 – Oct 2018

NAPERVILLE, IL

WELLS FARGO CLEARING SERVICES, LLC

Jan 2008 – May 2017

NAPERVILLE, IL

A. G. EDWARDS & SONS, INC.

Sep 2006 – Jan 2008

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 18, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANTZ FINANCIAL LLC

CRD 297573 · SEC 801-114035

AUM

$706M

Regulatory assets under management

Employees

3,016 client accounts

Services offered by LANTZ FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LANTZ FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Bryan Rohlfing offer?

Daniel Bryan Rohlfing specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Daniel Bryan Rohlfing's credentials?

Daniel Bryan Rohlfing holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Bryan Rohlfing located?

Daniel Bryan Rohlfing is based in NAPERVILLE, Illinois, working with LANTZ FINANCIAL LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Daniel Bryan Rohlfing charge for services?

Daniel Bryan Rohlfing's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANTZ FINANCIAL LLC?

LANTZ FINANCIAL LLC has approximately 10 employees and manages $706M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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