Unclaimed
Derek Raridon is an Investment Advisor Representative at Lantz Financial LLC. Derek is registered with the state of Illinois and Texas. Derek has been in the industry since March 2018 and has experience in financial planning, pension consulting, and portfolio management for individuals. Lantz Financial LLC is a firm that provides financial planning, pension consulting, and portfolio management services to individuals. The firm has a total of 6 Investment Advisor Representatives.
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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IL
11/17/2023 - Present
Lantz Financial LLC (NAPERVILLE IL)
IA
Issued 05/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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