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Amy Esther Lavoie

Hantz Financial Services, Inc.

Ann Arbor, MI

CRD 4803733

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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
IN RA APPROVED 2017-04-10
TX RA APPROVED_RES 2016-02-22
CO RA APPROVED 2016-02-18
NC RA APPROVED 2015-05-27
MI RA APPROVED 2011-02-02
  • IN RA
    APPROVED
    Since 2017-04-10
  • TX RA
    APPROVED_RES
    Since 2016-02-22
  • CO RA
    APPROVED
    Since 2016-02-18
  • NC RA
    APPROVED
    Since 2015-05-27
  • MI RA
    APPROVED
    Since 2011-02-02

Branch Locations

2400 Green Road, Ann Arbor, MI 48105 • 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 Southfield MI 05/2004 Present
  • 05/2004 → Present
    Hantz Financial
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-21
S63 Uniform Securities Agent State Law Examination 2004-06-28
  • S65 Uniform Investment Adviser Law Examination
    2010-05-21
  • S63 Uniform Securities Agent State Law Examination
    2004-06-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Amy Esther Kargul

View on SEC IAPD

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