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Jacob Nathanial Tragis

Hantz Financial Services, Inc.

Midland, MI

CRD 6915954

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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
NC RA APPROVED 2022-11-23
NM RA APPROVED 2022-10-21
MI RA APPROVED 2018-07-11
  • NC RA
    APPROVED
    Since 2022-11-23
  • NM RA
    APPROVED
    Since 2022-10-21
  • MI RA
    APPROVED
    Since 2018-07-11

Branch Locations

2205 Ridgewood Drive, Midland, MI 48642 • 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 Present
Olive Garden Midland MI 02/2015 01/2018
Bob Evans Midland MI 08/2014 06/2017
Mountain Town Brewery Mount Pleasant MI 05/2017 06/2017
Central Michigan Mount Pleasant MI 08/2016 05/2017
  • 01/2018 → Present
    Hantz Financial Services
    Southfield, MI
  • 02/2015 → 01/2018
    Olive Garden
    Midland, MI
  • 08/2014 → 06/2017
    Bob Evans
    Midland, MI
  • 05/2017 → 06/2017
    Mountain Town Brewery
    Mount Pleasant, MI
  • 08/2016 → 05/2017
    Central Michigan
    Mount Pleasant, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-10
  • S66 Uniform Combined State Law Examination
    2018-07-10
Other Names
  • Jacob Tragis

View on SEC IAPD

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