LANTZ FINANCIAL LLC
CRD #297573 SEC #801-114035 NAPERVILLE, IL 331-204-6230
SEC Registered
Total AUM
$846.2M
Discretionary
$778.6M
Employees
12
Clients
10
Accounts
3,407
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROWLEY, KRISTIN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/ CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER/CCO | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| LANTZ, MICHAEL, JON | I | MANAGING PRINCIPAL/LLC MEMBER | E | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
| ROHLFING, DANIEL, BRYAN | I | LLC MEMBER/MANAGER | C | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (16)
AZ CA FL GA IL IN LA MI MN NC NE NH SC TN TX WI
Address
1733 PARK STREETSUITE 350
NAPERVILLE, IL 60563
United States
Phone: 331-204-6230