Osaic Wealth
47yrs
Top advisor by experience in Naperville
1yr
Logan Schaefer has worked in the financial industry for 1 year and is a financial advisor based in Naperville, Illinois. Logan joined Lantz Financial in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Logan holds the CFP® designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1733 Park Street Suite 350, Naperville, IL 60563
FirmLantz Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.49 million
Advisors at the firm7
States licensed ?1 state
Services through Lantz Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- May 2025 – nowLantz Financial LLCCurrent firm
Questions to ask Logan
Tailored to Logan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Logan
How do I contact Logan?
Call Lantz Financial at (331) 204-6230 and ask for Logan Schaefer. Logan works from the Naperville, IL office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Logan hold?
No exams are listed on the official record.
Is Logan a fiduciary?
Logan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Logan paid?
Lantz Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Logan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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