Ryan Lantz
Professional summary
Ryan Lantz, who also goes by Ryan Andrew Lantz, is a registered financial advisor currently at LANTZ FINANCIAL LLC located in Naperville, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Lantz's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 14, 2024 - Present
LANTZ FINANCIAL LLC
Office #1: 1733 Park Street Suite 350, Naperville, IL 60563August 17, 2022 - February 22, 2024
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
LANTZ FINANCIAL LLC
CRD#: 297573 / SEC#: 801-114035
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2024)
Exams
Series 7TO
Date: 8/17/2022
General Securities Representative ExaminationCurrent Firm
LANTZ FINANCIAL LLC
CRD#: 297573 / SEC#: 801-114035
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,407 |
| AUM (Assets Under Management) | $ 846,175,022 |
Red Flags
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