Best Investors Account Sign in

Jake James Wohlfert

Hantz Financial Services, Inc.

Ann Arbor, MI

Claim This Profile
Current Employers
Hantz Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-26
  • MI RA
    APPROVED
    Since 2026-05-26

Branch Locations

2400 Green Road, Ann Arbor, MI 48105 • 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 06/2025 Present
Tropical Smoothie Cafe Hartland MI 05/2023 05/2024
Target Fenton MI 10/2024 01/2025
Tropical Smoothie Cafe Hartland MI 02/2025 07/2025
Andrew G Schmidt Middle School Fenton MI 01/2016 08/2017
Hartland High School Hartland MI 08/2017 05/2021
Heidelberg University Tiffin OH 08/2021 12/2022
Macomb Community College Warren MI 12/2022 05/2024
University Of Michigan - Flint Flint MI 08/2024 Present
Unemployed Fenton MI 06/2021 07/2021
  • 06/2025 → Present
    Hantz Financial Services
    Southfield, MI
  • 05/2023 → 05/2024
    Tropical Smoothie Cafe
    Hartland, MI
  • 10/2024 → 01/2025
    Target
    Fenton, MI
  • 02/2025 → 07/2025
    Tropical Smoothie Cafe
    Hartland, MI
  • 01/2016 → 08/2017
    Andrew G Schmidt Middle School
    Fenton, MI
  • 08/2017 → 05/2021
    Hartland High School
    Hartland, MI
  • 08/2021 → 12/2022
    Heidelberg University
    Tiffin, OH
  • 12/2022 → 05/2024
    Macomb Community College
    Warren, MI
  • 08/2024 → Present
    University Of Michigan - Flint
    Flint, MI
  • 06/2021 → 07/2021
    Unemployed
    Fenton, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
  • S66 Uniform Combined State Law Examination
    2026-05-18

View on SEC IAPD

Other Firms

SPC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST HEARTLAND CONSULTANTS, INC.
OSAIC ADVISORY SERVICES, LLC
GREYDOG FINANCIAL
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

More in Ann Arbor, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor