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Matthew Robert Nelson

Hantz Financial Services, Inc.

Southfield, MI

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Current Employers
Hantz Financial Services, Inc.

26200 American Drive Fifth Floor, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-02-04
  • MI RA
    APPROVED
    Since 2020-02-04

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
Western Michigan University Kalamazoo MI 09/2011 12/2016
Walmart Taylor MI 06/2013 08/2018
Bdo Usa, Llp Kalamazoo MI 01/2015 10/2017
Schmidt, Koning, Villorreal & Associates, Llc Grand Rapids MI 11/2017 04/2018
Unemployed Kalamazoo MI 08/2018 01/2019
Hantz Tax & Business Grandville MI 02/2019 Present
  • 09/2011 → 12/2016
    Western Michigan University
    Kalamazoo, MI
  • 06/2013 → 08/2018
    Walmart
    Taylor, MI
  • 01/2015 → 10/2017
    Bdo Usa, Llp
    Kalamazoo, MI
  • 11/2017 → 04/2018
    Schmidt, Koning, Villorreal & Associates, Llc
    Grand Rapids, MI
  • 08/2018 → 01/2019
    Unemployed
    Kalamazoo, MI
  • 02/2019 → Present
    Hantz Tax & Business
    Grandville, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-23
S65 Uniform Investment Adviser Law Examination 2020-02-04
  • S63 Uniform Securities Agent State Law Examination
    2025-01-23
  • S65 Uniform Investment Adviser Law Examination
    2020-02-04
Other Names
  • Matthew Nelson

View on SEC IAPD

Other Firms

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EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
M.A. GLOBAL INVESTMENT ADVISOR, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC

Other Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje
BRADLEY Dennis CLARK
Steven Wilbourn
Avery Reese Markos
Ryan Christopher Smith
Whitney Lynn House

Other Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI
CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTHFIELD, MI

More in Southfield, MI

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