Carlie C Anderson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 01/2018
  Soo Co-Op Credit Union
  Sault Sainte Marie, MI
• 04/2010 → 01/2018
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2018 → Present
  Hantz Financial Services
  Saulte Ste. Marie, MI

Previous Registrations

• 2010-09-20 → 2018-01-17
  Cuna Brokerage Services, Inc.
  Sault Ste Marie, MI

Other Businesses

Sault Ste. Marie Youth Wrestling; Non-investment related; Sault Ste. Marie, Michigan; Sports club/organization; Treasurer; Began November 8th, 2023; Approximately 4 hours per month devoted to this business; 0 hours per month devoted during securities trading hours; Duties include record keeping of club financial transactions and balancing back account register.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-05
• S63 Uniform Securities Agent State Law Examination
  2009-11-25

Other Names

• Carlie Whitworth
• Carlie Christene Whitworth