Ian Gappy

Hantz Financial Services, Inc.

CRD 6972157

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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

Authority	Category	Status	Date
MI	RA	APPROVED	2021-07-01

MI RA
APPROVED

Since 2021-07-01

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

Organization	City	State	From	To
Hantz Financial Services	Southfield	MI	06/2018	Present
Advanced Wealth Strategies	Ann Arbor	MI	11/2020	02/2021
College Fresh Inc	East Lansing	MI	09/2019	03/2020
O'MAra's Restaurant	Berkley	MI	06/2017	08/2018
Michigan State University	East Lansing	MI	08/2017	05/2021
Shrine High School	Royal Oak	MI	09/2013	04/2017

06/2018 → Present

Hantz Financial Services

Southfield, MI
11/2020 → 02/2021

Advanced Wealth Strategies

Ann Arbor, MI
09/2019 → 03/2020

College Fresh Inc

East Lansing, MI
06/2017 → 08/2018

O'MAra's Restaurant

Berkley, MI
08/2017 → 05/2021

Michigan State University

East Lansing, MI
09/2013 → 04/2017

Shrine High School

Royal Oak, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-29

S66 Uniform Combined State Law Examination

2021-06-29

Designations

Certified Financial Planner

View on SEC IAPD

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