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Rachel Joey Nichols

Hantz Financial Services, Inc.

Ann Arbor, MI

CRD 5150844

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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
OH RA APPROVED 2012-12-10
FL RA APPROVED 2011-10-24
MI RA APPROVED 2011-02-02
  • OH RA
    APPROVED
    Since 2012-12-10
  • FL RA
    APPROVED
    Since 2011-10-24
  • MI RA
    APPROVED
    Since 2011-02-02

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, Inc. Southfield MI 07/2006 Present
Other Businesses

Plymouth Christian Academy; Non-investment related; www.plymouthchristian.org; School; Coach; Began on March 23, 2026; Approximately forty (40) hours per month devoted to this business; Zero (0) hours devoted per month devoted during securities trading hours; Duties include assisting with coaching the middle school track and field team

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-12
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S65 Uniform Investment Adviser Law Examination
    2010-10-12
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Rachel Dellwo
  • Rachel Joey Dellwo

View on SEC IAPD

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