Connor G. Lantz

E-WEALTH PARTNERS

Minnetonka, MN 55343

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CRD#: 6349845

Professional summary

Connor Glenn Lantz is a registered financial advisor currently at E-WEALTH PARTNERS located in Minnetonka, Minnesota.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Connor has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Connor Lantz is currently employed as an investment adviser representative with AdvisorNet Wealth Management located in Minneapolis, Minnesota effective September 2022. Connor spends approximately 40/50 hours per week engaged in this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Glenn Lantz's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 6, 2023 - Present

E-WEALTH PARTNERS

Office #1: 12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

RIA

CRD#: 327053

Minnetonka, MN

Past

December 16, 2022 - January 16, 2024

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Bloomington, 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".

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2022

Uniform Investment Adviser Law Examination

Current Firm

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

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Contact information

Main Address

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

Mailing Address

Phone number

(952) 800-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 112,857,307

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Connor G. Lantz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Glenn Lantz's CRS (Customer Relationship Summary).

Certified licenses

Experience

E-WEALTH PARTNERS

ADVISORNET WEALTH PARTNERS

Primary Firm SEC Registration

E-WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2022

Current Firm

E-WEALTH PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

E-WEALTH PARTNERS

TRUST BUT VERIFY

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