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Kathryn Strachan Sloan

Hantz Financial Services, Inc.

Southfield, MI

CRD 5511946

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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
OR RA APPROVED 2022-09-22
OH RA APPROVED 2014-06-03
MI RA APPROVED 2011-02-02
  • OR RA
    APPROVED
    Since 2022-09-22
  • OH RA
    APPROVED
    Since 2014-06-03
  • 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 03/2008 Present
  • 03/2008 → Present
    Hantz Financial Services
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-06
S63 Uniform Securities Agent State Law Examination 2008-07-15
  • S65 Uniform Investment Adviser Law Examination
    2010-05-06
  • S63 Uniform Securities Agent State Law Examination
    2008-07-15
Designations
  • Certified Financial Planner
Other Names
  • Kathryn Strachan Tomlinson

View on SEC IAPD

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