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Financial ADVSR advisor directory · SEC adviser records

Lantz Financial LLC financial advisors in Illinois

Every SEC-registered investment adviser representative at a Lantz Financial LLC office in Illinois, by city and A to Z.

The short answer

6 registered advisors work at Lantz Financial LLC in Illinois, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Naperville (6). 2 list the CFP designation and 0 are also registered broker representatives.

Lantz Financial LLC advisors by city in Illinois

Every firm in Illinois →

Naperville 6

Lantz Financial LLC advisors in Illinois, A to Z

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Lantz Financial LLC advisors in every state →Lantz Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Lantz Financial LLC financial advisors are in Illinois?

6 investment adviser representatives are registered at Lantz Financial LLC offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Lantz Financial LLC have the most advisors?

Naperville, with 6. Lantz Financial LLC has advisors in 1 city in Illinois.

How do I check a Lantz Financial LLC advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lantz Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.