Michele
Lantz
Pensionmark Financial Group, LLC
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About this Advisor
Michele Lantz is a financial advisor based in Santa Barbara, California with a total of 8 years of industry experience. Lantz works at Pensionmark Financial Group, LLC. Throughout their career, they have worked at Lpl Financial, Independent Financial Partners, Capfinancial Securities, LLC, Pensionmark Financial Group, LLC and Pensionmark Securities, LLC. Lantz holds a Series 63 license, designating them as a securities broker, and is able to advise clients in California. Pensionmark Financial Group, LLC is a registered investment business based in Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 employees. It handles $27 billion in assets under management among its 7,380 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 142 charities and foundations. Of its 7,380 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. Pensionmark Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on which services are offered. Fees charged by Pensionmark Financial Group, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michele Lantz Work History
Michele has been registered as a financial advisor for 8 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Capfinancial Securities, LLC
Lpl Financial
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michele Lantz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Brentwood, TN
Saint Petersburg, FL
San Mateo, CA
Fort Mill, SC
Los Angeles, CA
Santa Barbara, CA
Madison, WI
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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