Connor Glenn Lantz
Investment adviser representative at E-wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$218.7MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- E-wealth PartnersSep 2023 to now
- Sbi Wealth ManagementDec 2022 to now
- Advisornet Wealth ManagementDec 2022 to Jan 2024
- MinnetonkaJan 2019 to Dec 2022
- RBC Capital Markets, LLCMay 2014 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
E-wealth Partners
Legal name: E-wealth Partners, LLC
$218.7MAssets managed
231Clients
5Advisers
1 yearIn 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
- 6349845
- Firm CRD
- 327053