Ryan Lantz
Investment Adviser Representative at Lantz Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan Lantz is an investment adviser representative with Lantz Financial LLC in Naperville, IL, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J. P. Morgan Securities LLCMay 2022 – Feb 2024Chicago, IL
- JPMorgan Chase Bank N. A.May 2022 – Feb 2024Chicago, IL
- Capstone LogisticsJun 2021 – Apr 2022Chicago, IL
- State 19 WL LLCSep 2020 – Oct 2020West Lafayette, IL
- Lantz Financial LLCMar 2024 – no end date reportedNaperville, IL
- N/aAug 2013 – Jun 2017Naperville, IL
- N/aAug 2017 – May 2021Naperville, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lantz Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Naperville, IL
- SEC file number:
- 801-114035
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Lantz Financial LLC
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Lantz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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