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Jonathon Christopher Coe

Hantz Financial Services, Inc.

Sault Ste. Marie, MI

CRD 4379951

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Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hantz Financial Services, Inc.

26200 American Drive Fifth Floor, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-11-28
  • MI RA
    APPROVED
    Since 2022-11-28

Branch Locations

320 Ashmun Street, Sault Ste. Marie, MI 49783 • 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
Hantz Financial Services Southfield MI 11/2012 Present
  • 11/2012 → Present
    Hantz Financial Services
    Southfield, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-21
  • S66 Uniform Combined State Law Examination
    2012-12-21
Designations
  • Certified Financial Planner
Other Names
  • Jonathan C Coe
  • Jonathan Christopher Coe

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

DAVID EDWARD SCOTT
Nicholas Kibble
Joshua Michael MacDonald

Nearby Offices

LPL FINANCIAL LLC · SAULT STE. MARIE, MI
EDWARD JONES · SAULT STE MARIE, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sault S Marie, MI

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