Jan
Gunther
Lantern Wealth Advisors, LLC
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About this Advisor
Jan Gunther is a financial advisor operating in Melville, New York with a total of 2 years of relevant experience. Gunther works at Lantern Wealth Advisors, LLC. Gunther has gained experience at Lantern Investments and Lantern Wealth Advisors, LLC. Gunther holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Lantern Wealth Advisors, LLC is a business headquartered in Melville, NY. The firm has offices in two locations and a total of 14 advisors. It administers $175 million in total assets between its 214 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 214 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Lantern Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lantern Wealth Advisors, LLC Brokerage Details
$174,623,891
14
214
$815,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jan Gunther Work History
Jan has been registered as a financial advisor for 2 years.*
Lantern Wealth Advisors, LLC
Lantern Investments
*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 Jan Gunther 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 Lantern Wealth Advisors, LLC
Melville, NY
Melville, NY
Melville, NY
Melville, NY
San Francisco, CA
Houston, TX
Melville, NY
Barrington, IL
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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