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Evin W. Lantz
FIRST HEARTLAND CONSULTANTS
Rochester, MN 55901
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CRD#: 6171277
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Professional summary
Evin Ward Lantz, who also goes by Evin Ward Lantz Mr, is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Rochester, Minnesota and FIRST HEARTLAND CAPITAL, INC. located in Rochester, Minnesota.
Evin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Evin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evin Ward Lantz Mr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIRST HEARTLAND CONSULTANTS, Inc. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 2/25/16. Renovo Financial Partners. Investment related. Receives fees or commissions for insurance products. Providing fiscal sponsorship, admin services, referral services. Start 1/1/17. Center For Family Unity. Not investment related. Board president, volunteer position. Start 1/9/18. Two Nickles, LLC. Not investment related. Owner. Receives fees or commissions for: provide commercial rental space and administrative services. Start date 1/1/20. Riverwood Lane Town Home Owners Association. Not investment related. Board member. Member of his residential HOA board. They hire an outside management company to handle funds and hiring service providers. Start 7/1/19. Garten Marketplatz. Non-investment related. Helps out occasionally at event center owned by his family. Start 6/12/23.
CRS (Client Relationship Summary) - RIA
Click below to view Evin Ward Lantz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2015 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 3249 19th Street Nw Suite 4, Rochester, MN 55901RIA
CRD#: 110377
Rochester, MN
Current
October 21, 2015 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 3249 19th St Nw Suite 4, Rochester, MN 55901Office #2: 108 West Vine St, Owatonna, MN 55060BD
CRD#: 32460
Rochester, MN
Past
December 9, 2013 - October 23, 2015
WADDELL & REED
RIA
CRD#: 866
ROCHESTER, MN
Past
July 9, 2013 - October 23, 2015
WADDELL & REED
BD
CRD#: 866
ROCHESTER, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/4/2021)
RR
California(2/2/2018)
RR
Colorado(8/1/2025)
RR
Florida(7/7/2021)
RR
Iowa(10/21/2015)
IAR
Iowa(10/23/2015)
RR
Minnesota(10/21/2015)
IAR
Minnesota(10/23/2015)
RR
Nebraska(11/1/2023)
RR
New York(1/5/2020)
RR
South Dakota(7/28/2020)
RR
Texas(11/11/2022)
IAR
Texas(5/9/2023)
RR
Utah(6/21/2024)
RR
West Virginia(4/22/2025)
RR
Wisconsin(5/23/2022)
RR
Wyoming(1/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Mailing Address
Phone number
(636) 625-0900
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 9,231 |
| AUM (Assets Under Management) | $ 1,771,078,009 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 08/12/2024 | ||
| 12/07/2023 |
Red Flags
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Company Information
FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377Rochester, MN 55901TRUST BUT VERIFY
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