Zachary Goran Cepo

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

• 08/2020 → 05/2024
  University Of Toledo
  Toledo, OH
• 05/2023 → 08/2023
  Cole, Newton, And Duran
  Livonia, MI
• 01/2023 → 05/2023
  Encore Service Group
  Toledo, OH
• 08/2021 → 11/2022
  Ottawa Park
  Toledo, OH
• 05/2022 → 07/2022
  University Of Toledo Athletics
  Toledo, OH
• 08/2016 → 05/2020
  Saint Mary Catholic
  Monroe, MI
• 05/2024 → Present
  Hantz Financial Services
  Southfield, MI
• 06/2020 → 07/2020
  Unemployed
  Monroe, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-09-10

Other Names

• Zach Goran Cepo