Lantz Financial Team
Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 9 verified contacts at Lantz Financial Team
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- RL
Ryan Lantz
Portfolio Administrator · Operations
EmailPhone - HR
Helen Ruiz
Client Associate · Customer/Client Service
EmailPhone - LS
Logan Schaefer
Financial Associate · Finance & Accounting
EmailPhone
Showing 3 of 9 verified contacts
Top roles at Lantz Financial Team
5 distinct titles indexed · top 5 shown.
- 4financial advisor
- 1client associate
- 1finance associate
- 1financial associate
- 1portfolio administrator
Sign up to unlock all 9 contacts at Lantz Financial Team
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Lantz Financial Team
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.