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Managing Principal/llc Member · Lantz Financial LLC

Michael J. Lantz

CRD 2099896 · Named on Form ADV at one SEC-registered adviser

At a glance

Lantz Financial LLC, an SEC-registered wealth manager based in Naperville, IL with $994 million in regulatory assets, lists Michael J. Lantz on its Form ADV as Managing Principal/llc Member, a control person.

Firms and roles

  • Lantz Financial LLCManaging Principal/llc MemberWealth manager · Naperville, IL · $994M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.