Michael
Lantz
Lantz Financial LLC
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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.
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Office Location
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Lantz Financial LLC Brokerage Details
$706,141,358
10
3,016
$234,132
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
Lantz Financial LLC
Private Client Services
Wells Fargo Advisors
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
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
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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