Daniel Rohlfing
Lantz Financial · Naperville, Illinois
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.
Request an introduction to Daniel →
Facts
| Firm | Lantz Financial |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $994.1M across 3,250 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 4177008 |
| Exams passed | Series 66 (2006) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.lantzteam.com |
How Daniel's firm compares
- Lantz Financial's average account is about $306,000, from its Form ADV (assets managed divided by 3,250 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.