Connor Lantz has been an investment adviser representative at E-Wealth Partners since October 2023, and is not listed among the firm’s executive officers or direct owners. Connor Lantz holds a Business finance degree from Saint John's University.
E-Wealth Partners, LLC is a Minnetonka, MN firm with $219M under management, 231 clients and 5 advisers in one office, as of its April 2026 filing.
Connor Lantz is Financial Planner of E-Wealth Partners. He spent more than five years preparing tax returns alongside his financial planning work. He works with business owners and their families to build strategies they can carry out.
Connor Lantz’s longest registration is the current one, 3 years at E-Wealth Partners since 2023. Before joining E-Wealth Partners in 2023, Connor Lantz was registered through Advisornet Wealth Partners.
- E-Wealth PartnersCurrent– present · 3 yearsMinnetonka, MN · Adviser representative · Firm CRD 327053
- Advisornet Wealth Partners– · 1 yearBloomington, MN · Adviser representative · Firm CRD 113074
Professional designations
Listed by E-Wealth Partners
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Connor Lantz is registered as an investment adviser representative in Minnesota, since October 2023.
- MinnesotaSince 6 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Connor Glenn Lantz
- CRD
- 6349845
- Firm
- E-Wealth Partners · CRD 327053
- Office
- 12301 WHITEWATER DR., SUITE 40, Minnetonka, MN 55343
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- e-wealthpartners.com
Where does Connor Lantz work?
Connor Lantz is an investment adviser representative registered through E-Wealth Partners, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Connor Lantz a financial advisor?
Yes. Connor Lantz has a current investment-adviser registration in Minnesota, through E-Wealth Partners since October 2023.
How many years of experience does Connor Lantz have?
Connor Lantz has 3 years in the financial industry, since December 2022, across 2 adviser firms.
What exams has Connor Lantz passed?
Connor Lantz passed the Series 65 in December 2022.
Where is Connor Lantz based?
Connor Lantz’s registered office is in Minnetonka, MN.
Is Connor Lantz registered with FINRA?
No. Connor Lantz has no current broker registration.
Is Connor Lantz a CFP?
E-Wealth Partners lists Connor Lantz with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify Connor Lantz’s record?
Search CRD 6349845 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Lantz’s full registration record.
