Evin LantzCRD Number: 6171277
Current Firm: First Heartland Consultants, Inc.
Evin Lantz (CRD# 6171277) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Owatonna, MN and has over 4 years of experience in the finance industry.
Ria Advisory Group, LLC
Cambridge Investment Research Advisors, Inc.
Investment Centers Of America, Inc.
|First Heartland Capital Inc.||Lake St Louis, MO||Oct 2015 - Current||1|
|Various Insurance Carriers For W & R Insurance Agencies||Hayfield, MN||Sep 2013 - Oct 2015||2|
|Waddell & Reed Inc.||Rochester, MN||May 2013 - Oct 2015||2|
|Unemployed||Hayfield, MN||Apr 2013 - May 2013||< 1|
|Luther College||Decorah, IA||Aug 2009 - Apr 2013||3|
|Zealous Entertainment Live||Hayfield, MN||Jan 2007 - Apr 2013||6|
|Garten Marketplace Perennial||Byron, MN||Jun 2005 - Aug 2012||7|
|Student||Hayfield, MN||Jun 2002 - Aug 2012||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management1,045MILLIONS
Total Number of Accounts5,087ACCOUNTS
Average Account Value$205,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV