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Hantz Financial Services, Inc. CRD 46047
$10.0B regulatory AUM 1,861 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-15 |
| FL | RA | APPROVED | 2014-11-07 |
| MI | RA | APPROVED | 2011-02-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | E Lansing | MI | 06/1999 | Present |
Haslett High School; Non-investment related; Baseball Coach; Began February 1st, 2021; Approximately 40 hours per month devoted to this business; Approximately 20 hours per month devoted to this business during securities trading hours; Duties include coaching the baseball team at Haslett High School.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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