Michael Scott Lantz

Current Employers

Employment History

• 05/2021 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 06/2020 → 04/2021
  3Rivers Federal Credit Union
  Fort Wayne, IN
• 06/2019 → 08/2019
  3Rivers Federal Credit Union
  Fort Wayne, IN
• 06/2018 → 08/2018
  Auto-Owners Insurance
  Marion, IN
• 05/2017 → 08/2017
  Self-Employed
  Hicksville, OH
• 08/2019 → 05/2020
  Ball State University
  Mucnie, IN
• 08/2018 → 05/2019
  Ball State University
  Muncie, IN
• 08/2017 → 05/2018
  Ball State University
  Muncie, IN
• 08/2016 → 05/2017
  Ball State University
  Muncie, IN
• 12/2025 → Present
  App Development
  Indianapolis, IN

Other Businesses

1. Circle Financial Planning, Investment related - Yes, Position - Client Service, Title - Relationship Manager/Employee, Start date - 05/05/2021, Duties - I provide client service over the phone and as clients stop by the office. I help gather, info and prepare reports for advisors to use in client meetings. I also sit in on some client meetings to take meeting notes. , 180 hours Total Hours per month / 140hr per month during securities trading hours. 2. App development, since 1/1/2026, 9330 San Jainto Drive, Apt. C, Indianapolis, IN 46250. Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-07
• S65 Uniform Investment Adviser Law Examination
  2023-05-19

Designations