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Kayla Marie Haneline

Hantz Financial Services, Inc.

Southfield, MI

CRD 7100901

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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 2023-06-22
  • MI RA
    APPROVED
    Since 2023-06-22

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
Hantz Financial Services Southfield MI 04/2019 Present
Independent Community Living Midland MI 11/2017 04/2019
Vail House Midland MI 07/2016 05/2017
Central Michigan University Mt.PLeasant MI 08/2015 12/2018
Shipt Auburn Hills MI 06/2019 06/2021
  • 04/2019 → Present
    Hantz Financial Services
    Southfield, MI
  • 11/2017 → 04/2019
    Independent Community Living
    Midland, MI
  • 07/2016 → 05/2017
    Vail House
    Midland, MI
  • 08/2015 → 12/2018
    Central Michigan University
    Mt.PLeasant, MI
  • 06/2019 → 06/2021
    Shipt
    Auburn Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2023-06-21
Other Names
  • Kayla Haneline

View on SEC IAPD

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