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Brendan Darren Lacharite

Hantz Financial Services, Inc.

Southfield, MI

CRD 7436320

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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 2022-09-16
  • MI RA
    APPROVED
    Since 2022-09-16

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
Grand Valley State University Grand Rapids MI 08/2018 08/2021
Alliance Beverage Distributing Grand Rapids MI 10/2020 06/2021
Boone Street Auto Wash Traverse City MI 06/2016 04/2020
Hantz Financial Services Southfield MI 08/2021 Present
  • 08/2018 → 08/2021
    Grand Valley State University
    Grand Rapids, MI
  • 10/2020 → 06/2021
    Alliance Beverage Distributing
    Grand Rapids, MI
  • 06/2016 → 04/2020
    Boone Street Auto Wash
    Traverse City, MI
  • 08/2021 → Present
    Hantz Financial Services
    Southfield, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-15
  • S66 Uniform Combined State Law Examination
    2022-09-15
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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