# Daniel Rohlfing

> Daniel Rohlfing is a fee-only financial advisor at Lantz Financial in Naperville, Illinois, who holds the CFP credential. Lantz Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-rohlfing/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lantz Financial
- **Based in:** Naperville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $994.1M across 3,250 accounts
- **Credentials:** CFP
- **CRD:** 4177008 (https://adviserinfo.sec.gov/individual/summary/4177008)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.lantzteam.com

## Frequently asked questions

### Is Daniel Rohlfing a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Lantz Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Lantz Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Rohlfing based?

Daniel Rohlfing is based in Naperville, Illinois.

### What credentials does Daniel Rohlfing hold?

Daniel Rohlfing holds the CFP credential.

### Is Daniel Rohlfing registered with the SEC?

Yes. Daniel Rohlfing is registered as an investment adviser representative in IL and TX (CRD 4177008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lantz Financial manage?

Lantz Financial reports $994.1M across 3,250 accounts in assets under management.

### How do I contact Daniel Rohlfing?

Through Daniel's website, www.lantzteam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4177008): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.