Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jon Lantz is a financial advisor with over 30 years of experience in the industry. Michael has a CFP® certification, and he is a registered representative in Florida, Illinois, and Texas. Michael is currently affiliated with Lantz Financial LLC, a Registered Investment Advisor headquartered in Naperville, Illinois. Prior to joining Lantz Financial LLC, Michael held positions at Private Client Services, LLC, Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., and Edward D. Jones & Co., L.P.
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
09/25/2018 - 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
08/20/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
MO
10/19/1990 - 08/30/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 10/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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