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Hantz Financial Services, Inc. CRD 46047
$10.0B regulatory AUM 1,861 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-02-02 |
Branch Locations
26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 06/1998 | Present |
HANTZ GROUP, INC.; INVESTMENT-RELATED; SOUTHFIELD, MI; PARENT COMPANY WITH AN OWNERSHIP INTEREST IN A MAJORITY OF HANTZ AFFILIATES; CFO AND TREASURER ("T"); 4/4/02; 40 HRS/MNTH DEVOTED (26 DURING SECURITIES TRADING HRS ("STH")); OVERSEE PREP OF FINANCIAL STATEMENTS ("FS"). HANTZ AIR, LLC; NON-INVESTMENT-RELATED ("NIR"); SOUTHFIELD, MI; CHARTER FLIGHT BUSINESS; T; 1/13/06; 1 HR/MNTH DEVOTED (.7 DURING STH); OVERSEE PREP OF FS. HANTZ FARMS, LLC DBA HANTZ WOODLANDS, LLC; NIR; SOUTHFIELD, MI; URBAN FARM DEVELOPMENT; T; 4/1/11; 1 HR/MNTH DEVOTED (.7 DURING STH); OVERSEE PREP OF FS. HANTZ BENEFIT SERVICES, LLC; NIR; SOUTHFIELD, MI; INACTIVE INSURANCE AGENCY; T; 9/26/06; .5 HRS/MNTH DEVOTED (.3 DURING STH); OVERSEE PREP OF FS. PLUS AGENCY, LLC; NIR; SOUTHFIELD, MI; LIFE AND DISABILITY INSURANCE AGENCY; T; 2/9/07; .5 HRS/MNTH DEVOTED TO THIS BUSINESS (.3 DURING STH); OVERSEE PREP OF FS. HANTZ AGENCY, LLC; NIR; SOUTHFIELD, MI; PROPERTY AND CASUALTY, FIXED LIFE AND DISABILITY INSURANCE AGENCY; T; 3/27/06; 15 HRS/MNTH DEVOTED (9.8 DURING STH); OVERSEE PREP OF FS. HANTZ COMMERCIAL INSURANCE AGENCY, LLC; NIR; SOUTHFIELD, MI; COMMERCIAL INSURANCE AGENCY; T; 1/6/07; 2 HRS/MNTH DEVOTED TO THIS BUSINESS (1.3 DURING STH); OVERSEE PREP OF FS. HANTZ TAX AND BUSINESS, LLC; NIR; SOUTHFIELD, MI; TAX PLANNING AND PREP; T; 9/2/2010; 12 HRS/MNTH DEVOTED (7.8 DURING STH); OVERSEE PREP OF FS. HANTZ TECHNOLOGY, LLC; NIR; SOUTHFIELD, MI; TECHNOLOGY SERVICES; T; 9/1/10; 5 HRS/MONTH DEVOTED (3.3 DURING STH); OVERSEE PREP OF FS. HANTZ SOFTWARE, LLC; NIR; SOUTHFIELD, MI; TECHNOLOGY SOFTWARE SERVICES; T; 1/30/08; .5 HRS/MNTH DEVOTED (.3 DURING STH); OVERSEE PREP OF FS. HANTZ ACCOUNTING, LLC; NIR; SOUTHFIELD, MI; ACCOUNTING SOFTWARE SERVICES; T; 9/18/14; .5 HRS/MNTH DEVOTED (.3 DURING STH); OVERSEE PREP OF FS. HANTZ REAL ESTATE VENTURES, LLC; NIR; SOUTHFIELD, MI; REAL ESTATE HOLDING COMPANY; T; 5/11/10; 1 HR/MNTH DEVOTED (.7 DURING STH); OVERSEE PREP OF FS. 1540 SOUTH HOLLAND SYLVANIA, LLC; NIR; MI; REAL ESTATE HOLDING COMPANY; T; 11/3/10; .5 HRS/MNTH DEVOTED (.3 DURING STH); OVERSEE PREP OF FS. HANTZ GOLF CLUB OF TECUMSEH, LLC; NIR; TECUMSEH, MI; GOLF COURSE; T; 12/31/10; 1 HR/MNTH DEVOTED (.7 DURING STH); OVERSEE PREP OF FS. HANTZ GOLF, LLC; NIR; TECUMSEH, MI; REAL ESTATE HOLDING COMPANY; T; 12/31/10; .5 HRS/MNTH DEVOTED (.3 DURING STH); OVERSEE PREP OF FS. HANTZ LENDING, LLC; NIR; SOUTHFIELD, MI; INACTIVE MORTGAGE BROKER; T; 12/31/06; 0 HRS/MNTH DEVOTED (0 DURING STH); OVERSEE PREP OF FS. HANTZ ALTERNATIVES MANAGEMENT COMPANY, LLC; SOUTHFIELD, MI; TREASURER; BEGAN FEBRUARY 2025; APPROXIMATELY 1 HOUR/MONTH DEVOTED TO THIS ACTIVITY; DUTIES INCLUDE OVERSEEING PREP OF FS. HANTZ VENTURES - SL I, LLC/HANTZ VENTURES - SPV I, LLC/HANTZ VENTURES - PF II (A), LLC/HANTZ VENTURES - PF III (QP), LLC; SOUTHFIELD, MI; TREASURER; APPROXIMATELY 1 HOUR/MONTH DEVOTED TO THIS ACTIVITY; DUTIES INCLUDE OVERSEEING PREP OF FS. AMERICAN DRIVE VARIABLE INSURANCE TRUST; PRINCIPAL FINANCIAL OFFICER; 1 HOUR/MONTH DEVOTED TO THIS ACTIVITY; OFFICER-RELATED DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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