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Michael Jon Lantz

LANTZ FINANCIAL LLC·NAPERVILLE, Illinois
Unclaimed Profile
1733 PARK STREET, NAPERVILLE, IL 60563CRD# 2099896Firm CRD# 297573
01

About

Michael Jon Lantz is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with LANTZ FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANTZ FINANCIAL LLC
LANTZ FINANCIAL LLC
AUM
$706M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LANTZ FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2099896
Firm CRD# 297573
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Jon Lantz offer?
Michael Jon Lantz specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Michael Jon Lantz's credentials?
Michael Jon Lantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jon Lantz located?
Michael Jon Lantz is based in NAPERVILLE, Illinois, working with LANTZ FINANCIAL LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Michael Jon Lantz charge for services?
Michael Jon Lantz'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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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