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Brian Lee Newman

Hantz Financial Services, Inc.

Southfield, MI

CRD 4575471

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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
FL RA APPROVED 2017-03-10
IL RA APPROVED 2017-03-09
WI RA APPROVED 2017-03-09
GA RA APPROVED 2016-09-21
NC RA APPROVED 2011-11-09
CA RA APPROVED 2011-10-21
MI RA APPROVED 2011-02-02
  • FL RA
    APPROVED
    Since 2017-03-10
  • IL RA
    APPROVED
    Since 2017-03-09
  • WI RA
    APPROVED
    Since 2017-03-09
  • GA RA
    APPROVED
    Since 2016-09-21
  • NC RA
    APPROVED
    Since 2011-11-09
  • CA RA
    APPROVED
    Since 2011-10-21
  • MI RA
    APPROVED
    Since 2011-02-02

Branch Locations

26200 American Drive Fifth Floor, Southfield, MI 48034 • 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 08/2002 Present
  • 08/2002 → Present
    Hantz Financial Services
    Southfield, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-13
  • S63 Uniform Securities Agent State Law Examination
    2002-09-13

View on SEC IAPD

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