Eric Lantz, financial advisor Arlington VA
93 score

Eric Lantz

CRD Number: 3037910
Current Firm: Ameriprise Financial Services, Inc.

Eric Lantz (CRD# 3037910) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Arlington, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ids Life Insurance Company Vienna, VA Mar 1998 - Current 18
American Express Financial Advisors Inc. Vienna, VA Mar 1998 - Current 18
#ia American Express Financial Advisors Vienna, VA Mar 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Eric W. Lantz
Phone Number: 612-671-3131
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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