Hannah J Lantz
Advisor at Merrill — Kansas City, MO 4801 Main St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Kansas City, MO 64112
Merrill
Institution
Hannah Lantz is a Financial Advisor at Merrill Lynch Wealth Management. She supports individuals, families, and business owners in creating financial plans that align with their values and goals. Her work focuses on areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, and supporting women and wealth.
Hannah holds a Bachelor's degree from Truman State University and a Master of Business Administration (MBA) from Avila University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She emphasizes building deep relationships with clients to simplify complex financial decisions and help them stay focused on their priorities throughout every stage of life.
In her personal time, Hannah enjoys basketball, golfing, hiking, music, pickleball, skiing, spending time with her family, and watching movies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Kansas City, MO 4801 Main St
4801 Main St
Kansas City MO 64112
Advisors at this office
34
Missouri · Texas
2 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Lees Summit, MO
Merrill
2024 - Present • 2 years
Lees Summit, MO
SwimThings Inc.
2023 - 2024 • 1 year
Blue Springs, MO
Merrill Lynch
2022 - 2022 • 1 year
Springfield, MO
Merrill Lynch
2021 - 2021 • 1 year
Springfield, MO
Truman State University
2019 - 2023 • 4 years
Kirksville, MO
Glendale High School
2015 - 2019 • 4 years
Springfield, MO
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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