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Holly Whitney

Hantz Financial Services, Inc.

Southfield, MI

CRD 7006499

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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 2020-01-03
  • MI RA
    APPROVED
    Since 2020-01-03

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
Wayne State University Detroit MI 08/2016 04/2020
Wayne State University Detroit MI 04/2017 08/2018
Hantz Financial Services, Inc. Clinton Twp MI 08/2018 06/2020
Hantz Financial Services, Inc. Southfield MI 06/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-02
  • S66 Uniform Combined State Law Examination
    2020-01-02
Other Names
  • Holly Merline

View on SEC IAPD

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