Unclaimed Profile

Kristin M Crowley

LANTZ FINANCIAL LLC·NAPERVILLE, Illinois

Series 65Clean record3 years registeredLANTZ FINANCIAL LLC

1733 PARK STREET, NAPERVILLE, IL 60563CRD# 7073809Firm CRD# 297573

Profile Verification

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

Identity

Kristin M Crowley · NAPERVILLE, IL

Registration

CRD #7073809 · LANTZ FINANCIAL LLC · 3 years registered

Brand Profile

Not yet started

Career History

LANTZ FINANCIAL LLC

Mar 2023 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 11, 2023

Years registered · 3

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 Kristin M Crowley offer?

Kristin M Crowley specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Kristin M Crowley's credentials?

Kristin M Crowley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin M Crowley located?

Kristin M Crowley is based in NAPERVILLE, Illinois, working with LANTZ FINANCIAL LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Kristin M Crowley charge for services?

Kristin M Crowley'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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