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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2015-09-14 |
Branch Locations
2205 Ridgewood Drive, Midland, MI 48642 • United States
5800 Gratiot Suite 102, Saginaw, MI 48603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Midland | MI | 09/2002 | Present |
TAX PREPARER - PREPARES RETURNS FOR FRIENDS AND FAMILY SINCE 2001. This business is performed specifically during tax season, beginning on January 1st of calendar year and ceases after April 16th of calendar year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-25 |
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