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26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-02 |
| FL | RA | APPROVED | 2011-10-24 |
| OH | RA | APPROVED | 2011-10-24 |
| CA | RA | APPROVED | 2011-10-21 |
| MI | RA | APPROVED | 2011-02-02 |
Branch Locations
22601 Allen Road Suite 100, Woodhaven, MI 48183 • United States
26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 05/2000 | Present |
(1) C.B. Schultz, LLC; non-investment related; 29216 Arlington Way Ct. Farmington Hills, MI; author, writer, speaker, and life coach; Owner; Began August 2021; approximately 40 hours per month devoted to this business; approximately 5-10 hours per month devoted to this business during trading hours; duties include writing books and screenplays, as well as providing Personal Life Coaching services. (2) Financially Wellthy, LLC; non-investment related; 29216 Arlington Way Ct. Farmington Hills, MI; books, social media, education services, speaking events, financial wellness coaching; Owner; Began August 2021; approximately 10 hours per month devoted to this business; no time devoted to this business during trading hours; responsibilities include appearances to discuss and offer education on topics related to life, philosophy, money, and financial literacy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-19 |
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