Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > illinois > naperville

VERIFIED

Lantz Financial

1733 Park Street Ste. 350

Naperville, IL 60563

331-204-6230

Your Success Is Our Only Mission

About Lantz Financial

Founded in 2017, Lantz Financial is an independent firm that isn't beholden to proprietary products or outside influences-and we're committed to keeping it that way. Remaining independent means we can stay focused on what really matters: helping our clients succeed.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

10-19

CRD#

2099896

Firm CRD#

297573

States Licensed in

IL, FL

Work with the following types of clients

Individual Investors, Businesses, Anyone seeking a long-term plan and professional, customized advice

Advisory Services Provided

Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Investment Advice & Management

Services

Investment Types

Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Commodities, Mutual Funds

Can meet clients in the following ways

Our Office, Email, Phone, Video Conference, Our Offices

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

No Standard Minimum

Compensation Methods

Based on Assets

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Form ADV Part 2A Brochure

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893674/retirementplanning-Lantz-Financial-detailed-disclosure.html

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.