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Kevin James Klein

Hantz Financial Services, Inc.

Southfield, MI

Saginaw, MI

CRD 6545114

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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
MI RA APPROVED 2017-02-17
  • MI RA
    APPROVED
    Since 2017-02-17

Branch Locations

26200 American Drive Fifth Floor, Southfield, MI 48034 • UNITED STATES

5360 Hampton Place, Saginaw, MI 48604 • 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 Saginaw MI 08/2015 Present
  • 08/2015 → Present
    Hantz Financial Services
    Saginaw, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-17
  • S65 Uniform Investment Adviser Law Examination
    2017-02-17

View on SEC IAPD

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