Connor
Lantz
Advisornet Wealth Partners
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About this Advisor
Connor Lantz is a financial advisor operating out of Minneapolis, Minnesota who has 1 year of industry experience. Lantz is currently employed by Advisornet Wealth Partners. During their career, the advisor has held roles at Saint John'S University, Rbc Capital Markets, LLC, Sbi Financial Services, Menasha Packaging Company, Advisornet Wealth Management and Sbi Wealth Management. Lantz maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Minnesota. Advisornet Wealth Partners is an advisory firm headquartered in Hopkins, MN. It has offices in 49 locations and a total of 123 employees. It handles $3 billion in assets across its 10,189 accounts, making it one of the largest firms in the country by assets under management. The firm serves eight charities and foundations. Of its 10,189 client accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees charged by Advisornet Wealth Partners likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisornet Wealth Partners Brokerage Details
$2,563,915,015
123
10,189
$251,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Connor Lantz Work History
Connor has been registered as a financial advisor for 1 years.*
Advisornet Wealth Management
Sbi Wealth Management
Sbi Wealth Management
Rbc Capital Markets, LLC
Sbi Financial Services
Menasha Packaging Company
Saint John'S University
*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 Connor 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 Advisornet Wealth Partners
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Hopkins, MN
Denver, CO
Hopkins, MN
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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