Joseph Francis Schaefer

Hantz Financial Services, Inc.

CRD 7650838

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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

Authority	Category	Status	Date
MI	RA	APPROVED	2023-08-25

MI RA
APPROVED

Since 2023-08-25

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

Organization	City	State	From	To
Hantz Financial Services	Southfield	MI	10/2022	Present
United Wholesale Mortgage	Pontiac	MI	05/2017	10/2020
Flagstar Bancorp	Troy	MI	10/2020	10/2022
Unemployed	Westland	MI	11/2016	05/2017
Kumar For Congress	Rochester Hills	MI	03/2016	11/2016

10/2022 → Present

Hantz Financial Services

Southfield, MI
05/2017 → 10/2020

United Wholesale Mortgage

Pontiac, MI
10/2020 → 10/2022

Flagstar Bancorp

Troy, MI
11/2016 → 05/2017

Unemployed

Westland, MI
03/2016 → 11/2016

Kumar For Congress

Rochester Hills, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-24

S66 Uniform Combined State Law Examination

2023-08-24

View on SEC IAPD

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