Heather Marie Gosnick

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  Hantz Tax And Business
  Ann Arbor, MI
• 01/2015 → Present
  Leverage Tax Services
  Chelsea, MI
• 01/2024 → 04/2024
  Intuit Inc
  Remote, MI

Other Businesses

1) Leverage Tax Services and Consulting, LLC; Non-investment related; PO Box 143, 300 N. Main St. #200, Chelsea, MI 48118; Tax-related services; Began January 2015; Owner and Tax Professional; Approximately 10 hours per month devoted to this business; 0 hours devoted to this business during securities trading hours; Duties include providing professional tax services. 2) Gosnick Legal, PLLC; Non-investment related; PO Box 143, 300 N. Main St. #200, Chelsea, MI 48118; Legal Services; Attorney; Began September 2012; Owner and Attorney; Approximately 10 hours per month devoted to this business; 0 hours devoted to this business during securities trading hours; No active duties or responsibilities at this time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21

Other Names

• Heather Krahn
• Heather Warren