Logan Schaefer has been an investment adviser representative at Lantz Financial since May 2025, and is not listed among the firm’s executive officers or direct owners. Logan Schaefer holds a Bachelor of Business Administration in Finance from North Central College.
Lantz Financial LLC is a Naperville, IL firm with $994M under management, 669 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Logan Schaefer is Financial Advisor of Lantz Financial. Schaefer joined the firm in July 2023 in a part-time role and started full-time upon the conclusion of a fifth year at North Central College. Schaefer works with clients to develop a comprehensive financial plan to help them achieve their goals.
- Lantz Financial LLCCurrent– present · 1 yearNaperville, IL · Adviser representative · Firm CRD 297573
Professional designations
Listed by Lantz Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Logan Schaefer is registered as an investment adviser representative in 2 states. Each was approved in May 2025.
- IllinoisSince 23 May 2025
- TexasSince 23 May 2025
Examinations
No examinations are on Logan Schaefer’s record.
- Full name
- Logan James Schaefer
- CRD
- 8090191
- Firm
- Lantz Financial · CRD 297573
- Office
- 1733 PARK STREET, SUITE 350, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lantzteam.com
Where does Logan Schaefer work?
Logan Schaefer is an investment adviser representative registered through Lantz Financial LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Logan Schaefer a financial advisor?
Yes. Logan Schaefer has a current investment-adviser registration in Illinois and Texas, through Lantz Financial since May 2025.
How many years of experience does Logan Schaefer have?
Logan Schaefer has 1 year in the financial industry, since May 2025, across 1 adviser firm.
Where is Logan Schaefer based?
Logan Schaefer’s registered office is in Naperville, IL.
Is Logan Schaefer registered with FINRA?
No. Logan Schaefer has no current broker registration.
Is Logan Schaefer a CFP?
Lantz Financial lists Logan Schaefer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Logan Schaefer’s record?
Search CRD 8090191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Schaefer’s full registration record.
