# LANTZ FINANCIAL LLC

LANTZ FINANCIAL LLC of NAPERVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 297573
- Type: SEC-registered investment adviser
- SEC file number: 801-114035
- Location: 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563
- Phone: 331-204-6230
- Latest filing: 2026-04-22
- Regulatory AUM: $994.1M
- Discretionary AUM: $945.8M
- Non-discretionary AUM: $48.3M
- Clients: 13
- Accounts: 3,250

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael Jon Lantz | MANAGING PRINCIPAL/LLC MEMBER | — |
| Daniel Bryan Rohlfing | LLC MEMBER/MANAGER | — |
| Kristin M Crowley | CHIEF COMPLIANCE OFFICER | — |
| LANTZ MICHAEL JON | MANAGING PRINCIPAL/ CCO; MANAGING PRINCIPAL/LLC MEMBER; MANAGING PRINCIPAL/LLC MEMBER/CCO | — |
| ROHLFING DANIEL BRYAN | LLC MEMBER/MANAGER | — |
| CROWLEY KRISTIN M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297573/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297573/similar
- Related entities: https://search.stillhousedata.com/firm/297573/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297573

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.