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Ryan Lantz

Lantz Financial LLC

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About Ryan Lantz

Ryan Lantz is a financial advisor at Lantz Financial LLC. Ryan has been in the industry since 2013 and has a Series 63 and Series 65 license. Ryan is registered in Illinois. Ryan works with high-net-worth individuals and other individuals. Ryan specializes in financial planning, pension consulting, and selection of other advisors. Lantz Financial LLC is a financial advisor firm that provides financial planning services to individuals and families. They offer a variety of services, including investment management, retirement planning, and college savings planning. The firm is located in Naperville, Illinois.

Firm Information

Ryan Lantz is currently registered with Lantz Financial LLC. Lantz Financial LLC is a registered investment advisor based in Naperville, Illinois. The firm provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm's total regulatory assets under management are over $846 million.
Lantz Financial LLC

1733 PARK STREET

NAPERVILLE, IL 60563

$846.18M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Ryan Lantz’s Registration & Firm History

IL

10/14/2024 - Present

Lantz Financial LLC (NAPERVILLE IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Lantz.
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