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LANTZ FINANCIAL LLC

NAPERVILLE, IL · CRD 297573 · IAPD ↗ · 331-204-6230

$994.1MRegulatory AUM
6Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — LANTZ FINANCIAL LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — LANTZ FINANCIAL LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — LANTZ FINANCIAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.