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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Wave insight
Value fusion legacy
- CRD
- #61411
- Ownership
- 10.4%
Showing 2 of 3 owners & executives
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MADELINE GRIFFITH
Finance Associate
- CRD
- #6856374
Ryan Lantz
Chief Compliance Officer
- CRD
- #7575448
Crest timber
Value signal
- CRD
- #35906
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
Total SMA Asset: $994,110,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,108,550,180 | 17.7% |
| Public Funds | $1,070,972,208 | 17.1% |
| Cash | $739,033,453 | 11.8% |
| U.S. Government/Agency | $1,045,920,226 | 16.7% |
| Corporate - Investment Grade | $870,556,356 | 13.9% |
| Municipal Bonds | $325,675,759 | 5.2% |
| Private Funds | $457,198,662 | 7.3% |
| Corporate - Non-Investment Grade | $645,088,523 | 10.3% |
| Total | $6,262,995,367 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PIONEER | INSIGHT NORTH | G45UHLT3N | LFWVV | 11.94% | $47,189,070 |
| INSIGHT TIMBER INSIGHT | UNISON VITAL | Y7YNOKAE6 | AOOY | 2.86% | $63,960,075 |
| NORTH PATHWAY | PATHWAY FUSION | 60K8IHKXC | WZGW | 9.65% | $76,433,025 |
| VALUE ZENITH ALPHA | BEACON CREST | ABXZDATZT | AUC | 3.14% | $66,632,751 |
| EAGLE FUSION | CREST ALPHA | YRS5SP1V4 | FOY | 2.99% | $31,186,544 |
| ALPHA OAK | WAVE ALPHA | F8HW721UK | WJMQD | 3.33% | $24,409,121 |
| FUSION GLACIER | VITAL ALPHA | H1ZOH07QT | FJJ | 10.40% | $23,535,209 |
| VITAL PATHWAY | DELTA SUMMIT | VC2TIGNZ7 | GOWUQ | 4.98% | $11,547,004 |