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Connor Glenn Lantz

E-Wealth Partners

Minnetonka, MN

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Current Employers
E-Wealth Partners

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-10-06
  • MN RA
    APPROVED
    Since 2023-10-06

Branch Locations

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Minneapolis MN 05/2014 01/2019
Advisornet Wealth Management Minneapolis MN 12/2022 01/2024
Minnetonka Bloomington MN 01/2019 12/2022
Sbi Wealth Management Minnetonka MN 12/2022 Present
E-Wealth Partners Minnetonka MN 09/2023 Present
  • 05/2014 → 01/2019
    Rbc Capital Markets, Llc
    Minneapolis, MN
  • 12/2022 → 01/2024
    Advisornet Wealth Management
    Minneapolis, MN
  • 01/2019 → 12/2022
    Minnetonka
    Bloomington, MN
  • 12/2022 → Present
    Sbi Wealth Management
    Minnetonka, MN
  • 09/2023 → Present
    E-Wealth Partners
    Minnetonka, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16
Designations

View on SEC IAPD

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RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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