Michele Lantz, financial advisor Lancaster CA

Michele Lantz

CRD Number: 2164612
Current Firm: Pensionmark Financial Group, LLC

Michele Lantz (CRD# 2164612) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lancaster, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Securities, LLC Santa Barbara, CA Sep 2017 - Current 6
Pensionmark Financial Group, LLC Santa Barbara, CA Jun 2015 - Current 8
Capfinancial Securities, LLC Raleigh, NC Jun 2015 - Sep 2017 2
Lpl Financial Lancaster, CA Dec 2010 - May 2015 4
Independent Financial Partners Lancaster, CA Dec 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
Contact Info for Michele M. Lantz
Phone Number: 888-201-5488
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    26,623
    MILLIONS
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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