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Jacki Lynn Popadich

Hantz Financial Services, Inc.

Southfield, MI

CRD 2202406

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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
NH RA APPROVED 2016-10-07
TX RA APPROVED_RES 2016-01-11
IN RA APPROVED 2014-12-04
OH RA APPROVED 2014-01-08
CA RA APPROVED 2013-04-16
GA RA APPROVED 2012-06-05
FL RA APPROVED 2011-10-24
IL RA APPROVED 2011-10-21
NC RA APPROVED 2011-10-21
MI RA APPROVED 2011-02-02
  • NH RA
    APPROVED
    Since 2016-10-07
  • TX RA
    APPROVED_RES
    Since 2016-01-11
  • IN RA
    APPROVED
    Since 2014-12-04
  • OH RA
    APPROVED
    Since 2014-01-08
  • CA RA
    APPROVED
    Since 2013-04-16
  • GA RA
    APPROVED
    Since 2012-06-05
  • FL RA
    APPROVED
    Since 2011-10-24
  • IL RA
    APPROVED
    Since 2011-10-21
  • NC RA
    APPROVED
    Since 2011-10-21
  • MI RA
    APPROVED
    Since 2011-02-02

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Hantz Financial Services, Inc. Woodhaven MI 06/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-08
  • S63 Uniform Securities Agent State Law Examination
    1992-07-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jacki Lynn Peters
  • Jacki Lynn Peters

View on SEC IAPD

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