Michael
Lantz

Lantz Financial LLC

CRD#2099896
Investment Advisor
in Naperville, IL

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About this Advisor

Michael Lantz is a financial advisor based in Naperville, Illinois, working with Lantz Financial LLC. Michael has previously held positions at Wells Fargo Advisors, Lantz Financial LLC, and Private Client Services. Michael has passed the Series 63 regulatory exam and is registered to provide services in Florida, Illinois, and Texas. Currently, Michael is part of Lantz Financial LLC, which operates out of Naperville, Illinois. The firm has 1 office and 10 employees. The firm manages assets totaling $706.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lantz Financial LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1733 Park Street Suite 350
Naperville, IL 60563

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Lantz Financial LLC Brokerage Details

Total Assets Under Management

$706,141,358

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

3,016

IL Average: 2,564
Average Account Size

$234,132

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Lantz Work History

2017 - Present (8 years)

Lantz Financial LLC

2018 - 2022 (4 years)

Private Client Services

1993 - 2018 (25 years)

Wells Fargo Advisors

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Disclosures

Please visit the SEC profile of Michael 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 Lantz Financial LLC

Derek Raridon
Naperville, IL
Kristin Crowley
Naperville, IL
Madeline Griffith
Naperville, IL
Daniel Rohlfing
Naperville, IL
Michael Lantz
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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