Thomas Lanzara, financial advisor Naperville IL
90 score

Thomas Lanzara

CRD Number: 6069739
Current Firm: Prudent Man Advisors, Inc.

Thomas Lanzara (CRD# 6069739) is an Investment Advisor Representative working at Prudent Man Advisors, Inc. in Naperville, IL and has over 4 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Naperville IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Jonathan Rogers, financial advisor Naperville IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Score
104
Similar Advisors
Stephen Curry, financial advisor Naperville IL
Stephen F. Curry
CRD# 5207046
Nfp Advisor Services, LLC
Score
103
Company Name Location Dates Years
Pma Financial Network, Inc. Naperville, IL May 2012 - Current 4
Pma Securities Naperville, IL May 2012 - Current 4
Modern Woodmen Of America Batavia, IL Aug 2011 - Apr 2012 < 1
Self Employed Chicago, IL Jan 2002 - Jul 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Thomas A. Lanzara
Phone Number: 630-657-6400
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,405
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $146,833,074
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, FL, IL, MI, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.