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Sierra Dakota Clow

Hantz Financial Services, Inc.

Okemos, MI

CRD 7391497

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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 2022-03-04
  • MI RA
    APPROVED
    Since 2022-03-04

Branch Locations

3450 Alaiedon Parkway, Okemos, MI 48864 • 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 Okemos MI 06/2021 08/2021
Spring Arbor University Spring Arbor MI 09/2018 05/2022
Napoleon High School Napoleon MI 09/2014 05/2018
Chartwells High Education Spring Arbor MI 09/2020 05/2021
Mcdonald's Okemos MI 06/2019 08/2019
Chartwells Higher Education Spring Arbor MI 11/2019 03/2020
Mcdonald's Chelsea MI 11/2016 02/2019
Big Boy Chelsea MI 05/2016 05/2017
Hantz Financial Services Okemos MI 06/2022 Present
  • 06/2021 → 08/2021
    Hantz Financial Services
    Okemos, MI
  • 09/2018 → 05/2022
    Spring Arbor University
    Spring Arbor, MI
  • 09/2014 → 05/2018
    Napoleon High School
    Napoleon, MI
  • 09/2020 → 05/2021
    Chartwells High Education
    Spring Arbor, MI
  • 06/2019 → 08/2019
    Mcdonald's
    Okemos, MI
  • 11/2019 → 03/2020
    Chartwells Higher Education
    Spring Arbor, MI
  • 11/2016 → 02/2019
    Mcdonald's
    Chelsea, MI
  • 05/2016 → 05/2017
    Big Boy
    Chelsea, MI
  • 06/2022 → Present
    Hantz Financial Services
    Okemos, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-28
  • S66 Uniform Combined State Law Examination
    2022-02-28
Other Names
  • Sierra Dakota Birchmeier-Salow

View on SEC IAPD

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