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Jeffrey Scott Lantz

Northwestern Mutual Investment Services, LLC

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About Jeffrey Scott Lantz

Jeffrey Lantz is a financial advisor who has been working in the industry since 1985. He is currently registered with Northwestern Mutual Investment Services, LLC in Atlanta, Georgia. Jeffrey has a Series 7, Series 6, and Series 63 license, as well as the Securities Industry Essentials Examination (SIE) designation. Jeffrey also holds the Chartered Financial Consultant (ChFC) designation. He is active in the following states: District of Columbia, Florida, Georgia, Kansas, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia. Jeffrey has a strong track record of providing financial advice to individuals and families. He offers a variety of services, including investment research, referrals to other advisors, and financial planning.

Firm Information

Jeffrey Lantz is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Jeffrey Lantz’s Registration & Firm History

GA

08/14/2015 - Present

Northwestern Mutual Investment Services, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 01/02/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Lantz.
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