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Anna Christensen

Hantz Financial Services, Inc.

Okemos, MI

CRD 6998997

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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 2024-08-21
  • MI RA
    APPROVED
    Since 2024-08-21

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 Southfield MI 06/2018 Present
Karen's Dance Academy Howell MI 09/2013 06/2018
Panther Global Tech Wixom MI 06/2015 06/2018
First National Bank Howell MI 05/2017 09/2017
  • 06/2018 → Present
    Hantz Financial Services
    Southfield, MI
  • 09/2013 → 06/2018
    Karen's Dance Academy
    Howell, MI
  • 06/2015 → 06/2018
    Panther Global Tech
    Wixom, MI
  • 05/2017 → 09/2017
    First National Bank
    Howell, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-08-20

View on SEC IAPD

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