Lantz Financial LLC

Overview

Lantz Financial LLC is an SEC registered investment adviser based in Naperville, IL, registered since 2018. It reports $994M in assets under management across 3,250 accounts, with 13 employees. It has 7 investment adviser representatives.

Reported AUM

$994M

Discretionary

95%

Accounts

3,250

Average account

$306K

Employees

13

Advisory reps

7

Registered since

2018

Jurisdictions

16

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Michael Jon Lantz Managing Principal, Member CRD 2099896
• Kristin M Crowley Chief Compliance Officer CRD 7073809
• Daniel Bryan Rohlfing Member, Manager CRD 4177008

Advisory reps 3 of 7

• Kristin M Crowley Investment Adviser Rep CRD 7073809
• Madeline Griffith Investment Adviser Rep CRD 6856374
• Michael Jon Lantz Investment Adviser Rep CRD 2099896

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1733 Park St Ste 350
Naperville, IL 60563

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: lantzteam.com

Every state, with registration dates

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