Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rohlfing is a financial advisor with Lantz Financial LLC, located in Naperville, IL. Daniel has been in the financial services industry since 2006 and has a background in investment advisory services. Daniel holds the Series 66, Series 7 and SIE licenses. Daniel is also a Certified Financial Planner. Daniel specializes in providing financial planning, portfolio management for individuals and selection of other advisers to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
12/10/2019 - Present
Lantz Financial LLC (NAPERVILLE IL)
IL
10/15/2018 - 07/01/2022
PRIVATE CLIENT SERVICES, LLC (Naperville IL)
IL
05/05/2017 - 10/15/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPERVILLE IL)
IL
01/01/2008 - 05/05/2017
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
IL
09/04/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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