Lucas Rafaill

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

• 05/2019 → 08/2019
  Hantz Group
  Southfield, MI
• 08/2016 → 06/2020
  Albion College
  Albion, MI
• 08/2018 → 12/2018
  Hazen Transfer
  Troy, MI
• 09/2012 → 05/2016
  Gerber High School
  Essexville, MI
• 05/2016 → 08/2016
  Unemployed
  Essexville, MI
• 09/2020 → 05/2023
  Hantz Financial Services
  Southfield, MI
• 05/2023 → 10/2023
  Equitable Advisors, Llc
  New York, NY
• 11/2023 → Present
  Hantz Financial Services
  Southfield, MI

Previous Registrations

• 2023-06-08 → 2023-11-02
  Equitable Advisors, Llc
  Troy, MI
• 2020-09-23 → 2023-05-30
  Hantz Financial Services, Inc.
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23