LS
Logan J. Schaefer
LANTZ FINANCIAL
NAPERVILLE, IL 60563
CRD#: 8090191
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LS
Logan James SchaeferLANTZ FINANCIAL
Professional summary
Logan James Schaefer is a registered financial advisor currently at LANTZ FINANCIAL LLC located in Naperville, Illinois.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Logan has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Logan James Schaefer'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
May 23, 2025 - Present
LANTZ FINANCIAL LLC
Office #1: 1733 Park Street Suite 350, Naperville, IL 60563RIA
CRD#: 297573
NAPERVILLE, IL
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".
LF
LANTZ FINANCIAL LLC
LANTZ FINANCIAL LLC | THE LANTZ FINANCIAL TEAM | LANTZ TEAM | LANTZ FINANCIAL TEAM
CRD#: 297573 / SEC#: 801-114035
RIA
Registered Investment Advisory firm - (9/24/2018 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.Highlighted states indicate IAR registrations
IAR
Illinois(5/23/2025)
IAR
Texas(5/23/2025)
Exams
Current Firm
LF
LANTZ FINANCIAL LLC
LANTZ FINANCIAL LLC | THE LANTZ FINANCIAL TEAM | LANTZ TEAM | LANTZ FINANCIAL TEAM
CRD#: 297573 / SEC#: 801-114035
RIA
Registered Investment Advisory firm - (9/24/2018 Approved)Loading...
Contact information
Main Address
1733 Park Street Suite 350, Naperville, IL 60563
Mailing Address
Phone number
(331) 204-6230
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,250 |
| AUM (Assets Under Management) | $ 994,110,000 |
Red Flags
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