LANTZ FINANCIAL LLC

NAPERVILLE, Illinois·3 registered advisors·CRD# 297573
SEC# 801-1140351331-204-6230
01

Firm Overview

AUM
$706M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LANTZ FINANCIAL LLC

3 registered advisors
Daniel Bryan Rohlfing
NAPERVILLE, Illinois
Kristin M Crowley
NAPERVILLE, Illinois
Michael Jon Lantz
NAPERVILLE, Illinois
05

Office Locations

NAPERVILLE, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. LANTZ FINANCIAL LLC (CRD# 297573) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.