Lantz Financial

1733 Park Street Ste. 350

Naperville, IL 60563

331-204-6230

Your Success Is Our Only Mission

About Lantz Financial

Founded in 2017, Lantz Financial is an independent firm that isn't beholden to proprietary products or outside influences-and we're committed to keeping it that way. Remaining independent means we can stay focused on what really matters: helping our clients succeed.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

10-19

CRD#

2099896

Firm CRD#

297573

States Licensed in

IL, FL

Work with the following types of clients

Anyone seeking a long-term plan and professional, customized advice, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Services

Investment Types

Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Email, Video Conference, Our Offices, Our Office, Phone

Compliance

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

No Standard Minimum

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893674/financialadvisor-Lantz-Financial-detailed-disclosure.html

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