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Thomas David Trefzger

Hantz Financial Services, Inc.

Independence, OH

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Current Employers
Hantz Financial Services, Inc.

26200 American Drive Fifth Floor, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-08-14
  • OH RA
    APPROVED
    Since 2019-08-14

Branch Locations

4401 Rockside Road Ste 404, Independence, OH 44131 • 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 01/2018 12/2019
Sprint Warrensville Hts OH 11/2015 12/2019
Cleveland State University Cleveland OH 08/2015 05/2020
Hantz Financial Services Independence OH 12/2019 Present
  • 01/2018 → 12/2019
    Hantz Financial Services
    Southfield, MI
  • 11/2015 → 12/2019
    Sprint
    Warrensville Hts, OH
  • 08/2015 → 05/2020
    Cleveland State University
    Cleveland, OH
  • 12/2019 → Present
    Hantz Financial Services
    Independence, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2019-08-09
Other Names
  • Tom Trefzger

View on SEC IAPD

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GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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