Peter Charles Lantz

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2016
  Horace Mann Insurance
  Springfield, IL
• 04/2005 → Present
  Usa Realty Group, Inc.
  Dartmouth, MA
• 01/2014 → 12/2016
  Horace Mann Investors, Inc.
  Springfield, IL
• 12/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2016 → Present
  Arbor Insurance Brokerage, Inc Dba Usa Wealth Group, Inc
  Dartmouth, MA
• 12/2013 → Present
  The Lantz Family Agency, Inc
  Dartmouth, MA
• 01/2013 → 11/2025
  Dartmouth Fire Department, District 1
  Dartmouth, MA
• 01/2019 → Present
  Usa Wealth Advisors, Llc
  Dartmough, VA

Other Businesses

1.) ARBOR INSURANCE BROKERAGE, INC DBA USA WEALTH GROUP, INC.; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747; INSURANCE SALES; VICE PRESIDENT; START DATE 11/2016; APPROX 160 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) THE LANTZ FAMILY AGENCY, INC; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747;INSURANCE AGENCY; OWNER / PRESIDENT; START DATE 12/2013; APPROX 4 HRS/MONTH; APPROX 4 HRS/MONTH DURING TRADING; HOME AND AUTO INSURANCE SALES AND SERVICES. (3.) USA REALTY GROUP, INC; YES INVESTMENT RELATED; 352 FAUNCE CORNER RD, DARTMOUTH, MA 02747; REAL ESTATE; REAL ESTATE BROKER; START DATE 06/2005; APPROX 4 HRS/MONTH; APPROX 1 HR/MONTH DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-23
• S63 Uniform Securities Agent State Law Examination
  2014-10-27