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Disclosures

 

 

 

 

Form ADV Part 2A - Disclosure Brochure

Form ADV Part 2B - Disclosure Brochure Supplement

Form ADV Part 3 - Client Relationship Summary (CRS)

Lantz Financial LLC Privacy Policy 

PCS-Client Relationship Summary

 

 

For additional information, please contact us at:

Clientservice@lantzteam.com

Securities offered by Michael J. Lantz and Daniel B. Rohlfing through Private Client Services, Member FINRA/SIPC.  Advisory products and services offered through Lantz Financial, LLC, a Registered Investment Advisor. Private Client Services and Lantz Financial, LLC are unaffiliated entities.

Our Advisors are Securities Registered in the following states: AL,AR,AZ,CA,CO,FL,IL,IN,MI,MN,NC,TN,TX,UT,VA,WI

Michael J. Lantz CA INS LIC #OE23486
Daniel B. Rohlfing CA INS LIC #OF54043

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Schwab is a registered broker-dealer, and is not affiliated with the Lantz Financial Team or any advisor(s) whose name(s) appear on this Website. Lantz Financial Team are independently owned and operated. Schwab neither endorses nor recommends [Lantz Financial Team, unless you have been referred to us through Schwab Advisor Network®. This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation. Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lantz Financial Team under which Schwab provides Lantz Financial Team with services related to your account. Schwab does not review the Lantz Financial Team Website and makes no representation regarding the content of the Website. The information contained in the Lantz Financial Team Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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