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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-15 |
| KY | RA | APPROVED | 2017-01-11 |
| OH | RA | APPROVED | 2015-06-19 |
| IL | RA | APPROVED | 2013-04-09 |
| TX | RA | APPROVED | 2011-11-01 |
| FL | RA | APPROVED | 2011-10-24 |
| MI | RA | APPROVED | 2011-02-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Romeo | MI | 06/1999 | Present |
A&M Site Management, LLC; Non Investment-related; Shelby Township, MI 48316; Commercial Property Management; Partner; Began April 11, 2025; Approximately 2 hours per month devoted to this business; Zero hours per month devoted to this business during securities trading hours; Duties are minimal and include general partner-related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-21 |
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