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Timothy Jordan Wancket

Hantz Financial Services, Inc.

Southfield, MI

CRD 7431595

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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 2025-01-14
  • MI RA
    APPROVED
    Since 2025-01-14

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
Ewie Co. Ann Arbor MI 06/2018 09/2021
Hantz Financial Services Southfield MI 09/2021 Present
Ewie Co. Ann Arbor MI 06/2017 08/2017
Central Michigan University Mt. Pleasant MI 08/2014 06/2018
  • 06/2018 → 09/2021
    Ewie Co.
    Ann Arbor, MI
  • 09/2021 → Present
    Hantz Financial Services
    Southfield, MI
  • 06/2017 → 08/2017
    Ewie Co.
    Ann Arbor, MI
  • 08/2014 → 06/2018
    Central Michigan University
    Mt. Pleasant, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2023-08-31
Other Names
  • Tj Wancket

View on SEC IAPD

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