Daniel Bryan Rohlfing
Investment adviser representative at Lantz Financial LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$994.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lantz Financial, LLCMay 2017 to now
- Private Client ServicesOct 2018 to Jul 2022
- Wells Fargo AdvisorsJul 2006 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Lantz Financial LLC
$994.1MAssets managed
669Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4177008
- Firm CRD
- 297573