Brendon Patrick Daly

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

• 06/2010 → 07/2018
  Unemployed
  Jackson, MI
• 11/2022 → 03/2023
  Shinola
  Byron Center, MI
• 08/2022 → Present
  Grand Valley State University
  Allendale, MI
• 08/2018 → 05/2022
  Lumen Christ High School
  Jackson, MI
• 05/2023 → Present
  Hantz Financial Services
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21