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Patricia Louise Khoe

Hantz Financial Services, Inc.

Ann Arbor, MI

CRD 5751463

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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
VA RA APPROVED 2022-10-03
PA RA APPROVED 2016-09-14
OH RA APPROVED 2013-09-16
IL RA APPROVED 2013-08-13
IN RA APPROVED 2013-08-13
MI RA APPROVED 2013-07-22
  • VA RA
    APPROVED
    Since 2022-10-03
  • PA RA
    APPROVED
    Since 2016-09-14
  • OH RA
    APPROVED
    Since 2013-09-16
  • IL RA
    APPROVED
    Since 2013-08-13
  • IN RA
    APPROVED
    Since 2013-08-13
  • MI RA
    APPROVED
    Since 2013-07-22

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 05/2013 Present
  • 05/2013 → Present
    Hantz Financial Services
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-15
S63 Uniform Securities Agent State Law Examination 2010-02-19
  • S65 Uniform Investment Adviser Law Examination
    2013-07-15
  • S63 Uniform Securities Agent State Law Examination
    2010-02-19
Designations
  • Chartered Financial Consultant
Other Names
  • Patricia L Khoe
  • Patricia Louise Quigley

View on SEC IAPD

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