LANTZ FINANCIAL LLC of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 297573). Regulatory assets under management: $994.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |