Ryan Lantz has been an investment adviser representative at Lantz Financial since October 2024, 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.
- Lantz Financial LLCCurrent– present · 2 yearsNaperville, IL · Adviser representative · Firm CRD 297573
Investment adviser representative registrations
Ryan Lantz is registered as an investment adviser representative in Illinois, since October 2024.
- IllinoisSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 2022 |
| Series 7TO | General Securities Representative Examination | 17 August 2022 |
| SIE | Securities Industry Essentials Examination | 7 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7575448
- Firm
- Lantz Financial · CRD 297573
- Office
- 1733 PARK STREET, SUITE 350, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Lantz work?
Ryan Lantz is an investment adviser representative registered through Lantz Financial LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Lantz a financial advisor?
Yes. Ryan Lantz has a current investment-adviser registration in Illinois, through Lantz Financial since October 2024.
How many years of experience does Ryan Lantz have?
Ryan Lantz has 3 years in the financial industry, since April 2023, across 1 adviser firm.
What exams has Ryan Lantz passed?
Ryan Lantz has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2022.
Where is Ryan Lantz based?
Ryan Lantz’s registered office is in Naperville, IL.
Is Ryan Lantz registered with FINRA?
No. Ryan Lantz has no current broker registration.
How can I verify Ryan Lantz’s record?
Search CRD 7575448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Lantz’s full registration record.
