Mark Lantz

Mark Lantz Email and Phone Number

Financial Representative, Principal Securities Registered Representative, Financial Advisor @ Principal Financial Network of Mid-Atlantic
Sewickley, PA, US
Mark Lantz's Location
Sewickley, Pennsylvania, United States, United States
Mark Lantz's Contact Details

Mark Lantz personal email

Mark Lantz phone numbers

About Mark Lantz

I provide solutions to help you reach your goals.Focused on delivering excellence to each client.Serving Corporate and Professional clients in: Investment Strategies and Wealth Management Retirement Planning Business Insurance - Executive Compensation Individual Financial Planning Call me for a confidential meeting.Direct: (412) 837-4305Lantz.Mark@principal.com 2100 Georgetown Drive Suite 100Sewickley PA 15143EXPERIENCE:• Providing unique and creative solutions to individual and business clients for over 30 years• Management Executive - Experienced in Financial Services with a prior career as a CFOEDUCATION & CREDENTIALS:• Executive Certificate in Financial Planning – Duquesne University • B.S.B.A. – Robert Morris University• FINRA Series 53, 24, 6, 7, 63, 65 securities registrations• Life, Health and Accident, Property and Casualty insurance licensesINTERESTS:• Pittsburgh cultural activities, Insurance Club of Pittsburgh• Member of Financial Planning Association, sponsor of Estate Planning Council• Volunteering: St. Jude Research Children’s Hospital, Ronald McDonald House, Family Links (past board member), Greater Pittsburgh Community Food Bank (past Finance Committee member), Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Mark Lantz, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative. Mark Lantz is not eligible to offer securities and insurance products in all states. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.©2019 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. 979901-102019

Mark Lantz's Current Company Details
Principal Financial Network of Mid-Atlantic

Principal Financial Network Of Mid-Atlantic

View
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Sewickley, PA, US
Website:
principal.com
Employees:
23560
Mark Lantz Work Experience Details
  • Principal Financial Network Of Mid-Atlantic
    Financial Representative, Principal Securities Registered Representative, Financial Advisor
    Principal Financial Network Of Mid-Atlantic
    Sewickley, Pa, Us
  • Principal Financial Network Of Mid-Atlantic
    Financial Representative, Principal Securities Registered Representative, Financial Advisor
    Principal Financial Network Of Mid-Atlantic Nov 2022 - Present
    Pittsburgh, Pa
    Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 888-774-6267, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.Mark is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
  • Principal Financial Group
    Managing Director
    Principal Financial Group Mar 2016 - Oct 2022
    Greater Pittsburgh Area
  • Waddell & Reed
    District Manager
    Waddell & Reed Jun 2012 - Mar 2016
    Greater Pittsburgh Area

Mark Lantz Skills

Pension Plans Retirement Planning Mutual Funds Estate Planning Strategies Succession Planning Leadership Sep And Simple Iras 529 Plans Annuities Buy Sell Review Executive Bonus Plans Financial Seminars Life Insurance Wealth Accumulation Strategies Disability Income Insurance Buy Sell Agreements Executive Benefit Strategies Income Protection Informal Business Valuation Key Person Insurance Long Term Care Insurance Survivor Income Salary Continuation Split Dollar Plans 401 Retirement Savings Plans Brokerage Accounts 403 Sep And Simple Iras 529 Plans Financial Needs Analysis Group Life Insurance Iras Life Insurance Retirement Account Reviews Supplemental Retirement Income Tax Deferred Savings

Mark Lantz Education Details

  • | Duquesne University |
    | Duquesne University |
    Executive Certificate In Financial Planning
  • Robert Morris University
    Robert Morris University
    Accounting And It

Frequently Asked Questions about Mark Lantz

What company does Mark Lantz work for?

Mark Lantz works for Principal Financial Network Of Mid-Atlantic

What is Mark Lantz's role at the current company?

Mark Lantz's current role is Financial Representative, Principal Securities Registered Representative, Financial Advisor.

What is Mark Lantz's email address?

Mark Lantz's email address is la****@****pal.com

What is Mark Lantz's direct phone number?

Mark Lantz's direct phone number is +151524*****

What schools did Mark Lantz attend?

Mark Lantz attended | Duquesne University |, Robert Morris University.

What skills is Mark Lantz known for?

Mark Lantz has skills like Pension Plans, Retirement Planning, Mutual Funds, Estate Planning Strategies, Succession Planning, Leadership, Sep And Simple Iras 529 Plans, Annuities, Buy Sell Review, Executive Bonus Plans, Financial Seminars, Life Insurance.

Who are Mark Lantz's colleagues?

Mark Lantz's colleagues are Rebecca Leonardi, Jayden Feagans, Justin Garofalo, Mba, Karim Pavez Ahumada, Ratika Narake, Collin Goedken, Phillip Dimitros.

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