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Michael Scott Lantz

Money Concepts Capital Corp.

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About Michael Scott Lantz

Michael Scott Lantz is a financial professional with experience in the financial services industry. Michael is registered with Money Concepts Capital Corp., an investment firm with over 400 licensed agents, and provides services to a wide range of clients including individuals, businesses, and charitable organizations. Michael is currently working in the firm's Indianapolis branch office, but has been active in the Palm Beach Gardens, FL area since 2021. Michael has also held previous positions in the financial services industry, including a role at 3Rivers Federal Credit Union in Fort Wayne, IN. Michael holds a Series 63, Series 65, and SIE license. Michael is a graduate of Ball State University.

Firm Information

Michael Lantz is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Michael Lantz’s Registration & Firm History

IN

05/20/2023 - Present

Money Concepts Capital Corp. (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 10/07/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Lantz.
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