AdvisorOS Directory
Claim Profile
JL

Joshua Bradford Lantz

VESTMENT FINANCIAL LLC·CHANHASSEN, Minnesota
Unclaimed Profile
7935 STONE CREEK DRIVE, SUITE 120, CHANHASSEN, MN 55317CRD# 4974172Firm CRD# 168771
01

About

Joshua Bradford Lantz is a registered financial advisor based in CHANHASSEN, Minnesota, affiliated with VESTMENT 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
VESTMENT FINANCIAL LLC
MD FINANCIAL / VESTMENT FINANCIAL
AUM
$213M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VESTMENT FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4974172
Firm CRD# 168771
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHANHASSEN?

Browse all registered financial advisors in CHANHASSEN, Minnesota or claim this profile if it's yours.

Browse CHANHASSEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joshua Bradford Lantz offer?
Joshua Bradford Lantz specializes in Financial Planning, Investment Management. Contact their office in CHANHASSEN, Minnesota for a consultation.
What are Joshua Bradford Lantz's credentials?
Joshua Bradford Lantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Bradford Lantz located?
Joshua Bradford Lantz is based in CHANHASSEN, Minnesota, working with VESTMENT FINANCIAL LLC. Their office serves clients in the CHANHASSEN metropolitan area and surrounding communities.
How does Joshua Bradford Lantz charge for services?
Joshua Bradford 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 VESTMENT FINANCIAL LLC?
VESTMENT FINANCIAL LLC has approximately 9 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHANHASSEN
Joshua Stephen Taylor — RILEY CREEK CAPITAL MANAGEMENT, LLCRajkumar Kiritkumar Mehta — RILEY CREEK CAPITAL MANAGEMENT, LLCJeffrey Martin Harris — RILEY CREEK CAPITAL MANAGEMENT, LLCKatherine Kammerzell Vessenes — VESTMENT FINANCIAL LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile