Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Crowley is an Investment Advisor Representative associated with Lantz Financial LLC. Kristin is registered with the state of Illinois. Kristin Crowley has been in the industry since January 2012. The firm has approximately 846,175,022 in regulatory assets under management. Lantz Financial LLC is a Registered Investment Advisor headquartered in Naperville, IL.
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
03/11/2023 - Present
Lantz Financial LLC (NAPERVILLE IL)
IA
Issued 03/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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