Madeline Griffith has been an investment adviser representative at Lantz Financial since December 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Maddie Griffith is Financial Advisor of Lantz Financial. Griffith joined the Lantz team as a part-time associate at age 16 and became interested in a finance career through working with the team and shadowing its advisors. On a day-to-day basis, Griffith reviews and analyzes clients' financial plans.
- Lantz Financial LLCCurrent– present · 2 yearsNaperville, IL · Adviser representative · Firm CRD 297573
Investment adviser representative registrations
Madeline Griffith is registered as an investment adviser representative in 2 states. The first approvals date from December 2023; the most recent is Texas, in June 2024.
- IllinoisSince 6 December 2023
- TexasSince 10 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6856374
- Firm
- Lantz Financial · CRD 297573
- Office
- 1733 PARK STREET, SUITE 350, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lantzteam.com
Where does Madeline Griffith work?
Madeline Griffith is an investment adviser representative registered through Lantz Financial LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Madeline Griffith a financial advisor?
Yes. Madeline Griffith has a current investment-adviser registration in Illinois and Texas, through Lantz Financial since December 2023.
How many years of experience does Madeline Griffith have?
Madeline Griffith has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Madeline Griffith passed?
Madeline Griffith passed the Series 65 in December 2023.
Where is Madeline Griffith based?
Madeline Griffith’s registered office is in Naperville, IL.
Is Madeline Griffith registered with FINRA?
No. Madeline Griffith has no current broker registration.
How can I verify Madeline Griffith’s record?
Search CRD 6856374 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Madeline Griffith’s full registration record.
