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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-21 |
| AZ | RA | APPROVED | 2017-03-10 |
| FL | RA | APPROVED | 2017-03-10 |
| SD | RA | APPROVED | 2017-03-10 |
| IL | RA | APPROVED | 2017-03-09 |
| IN | RA | APPROVED | 2015-01-13 |
| MI | RA | APPROVED | 2011-02-02 |
Branch Locations
26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
24901 Northwestern Hwy Suite 710, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 07/2004 | Present |
Aim High School Board Member; Non-Investment Related; Farmington Hills, MI 48334; School Board Member/Treasurer; Began July 2023; Approximately 10hrs/month devoted to this activity; 0hrs/month devoted during securities trading hours; Includes overseeing the education of students within the school and performing Treasurer duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-23 |
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