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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-2018
- Office Locations
- 1
Office Locations
About Lantz Financial LLC
Lantz Financial is an independent Naperville, IL advisory firm delivering personalized financial planning across life stages, including retirement planning, tax planning, risk management, and estate guidance. The firm focuses on long-term outcomes without proprietary product quotas and commonly implements portfolios using ETFs and mutual funds (Schwab custody). Managing Principal Michael Lantz has received a SHOOK Research advisor ranking for eight consecutive years.
Reported data analysis
What the numbers show
Between February 13, 2025 and April 22, 2026, reported AUM increased 17.5%, from $846.2M to $994.1M.
Across 5 reported observations, AUM increased 54.2% between July 13, 2022 and April 22, 2026, from $644.5M to $994.1M.
Of the latest reported AUM, 95.1% is discretionary and 4.9% is non-discretionary.
The firm reports 6 advisory representatives and 669 clients, or 111.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL JON LANTZ
MANAGING PRINCIPAL, Principal
- CRD
- #2099896
- Ownership
- 75% or more
DANIEL BRYAN ROHLFING
Financial Advisor, General Partner, Manager
- CRD
- #4177008
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MADELINE GRIFFITH
Finance Associate
- CRD
- #6856374
Ryan Lantz
Portfolio Administrator
- CRD
- #7575448
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $945,777,752 | $298,353 |
| Non-Discretionary | $48,332,248 | $604,153 |
| Total | $994,110,000 | $305,880 |
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Separately Managed Accounts
SMA allocation detail is available
Lantz Financial LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Lantz Financial LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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