Daniel Rohlfing,  Cfp®

Daniel Rohlfing, Cfp® Email and Phone Number

Financial Advisor at Lantz Financial @
Daniel Rohlfing, Cfp®'s Location
Greater Chicago Area, United States
About Daniel Rohlfing, Cfp®

•CA License: OF54043 •IL License 352900•This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, MD, MI, MN, MO, MT, NC, NH, NV, OK, OR, RI, SC, TN, TX, UT, VA, WI only.

Daniel Rohlfing, Cfp®'s Current Company Details
Lantz Financial

Lantz Financial

Financial Advisor at Lantz Financial
Daniel Rohlfing, Cfp® Work Experience Details
  • Lantz Financial
    Senior Financial Advisor
    Lantz Financial May 2017 - Present
    Naperville, Il
    I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional and have been with the Lantz Financial Team since 2006. I have worked in the financial services industry since 2001 helping individuals and families develop strategies designed to help meet their long term financial goals. An important aspect of my role is to help clients better understand where they are today, develop reasonable expectations for the future, and put together a plan specifically designed to help them accomplish their objectives. As the economy continues to change, it is especially important to help people stay focused on the long term despite any negative news and events. We work especially hard to try and find solutions to help our clients live the life they want to live and have the income they need to do it.Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. Our branch located 1733 Park St, Ste 350, Naperville, IL 60563
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2006 - May 2017
    Naperville, Il
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC
  • Capstone Financial Advisors Inc.
    Financial Advisor
    Capstone Financial Advisors Inc. Jun 2001 - Jun 2006
    Downers Grove, Il
    Financial Analyst and Financial Advisor

Daniel Rohlfing, Cfp® Education Details

Frequently Asked Questions about Daniel Rohlfing, Cfp®

What company does Daniel Rohlfing, Cfp® work for?

Daniel Rohlfing, Cfp® works for Lantz Financial

What is Daniel Rohlfing, Cfp®'s role at the current company?

Daniel Rohlfing, Cfp®'s current role is Financial Advisor at Lantz Financial.

What schools did Daniel Rohlfing, Cfp® attend?

Daniel Rohlfing, Cfp® attended North Central College.

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