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Adam Chrysler

Advisor at Hantz financial Services, Inc.

Updated today

Location

Bay City, MI 48708

Credentials

Series 66

Industry experience

4 years

About

Adam Chrysler is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Northwood University, Swan Valley Golf & Banquet, Vondette Roofing, and Calvary Baptist Academy. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm emphasizes model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, while also offering fiduciary retirement-plan services and affiliated financial product implementation.

Client services

Based on Hantz financial Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hantz financial Services, Inc.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Hantz financial Services, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Flat one-time fees for retirement plan consulting services range from $100 to $30,000; Premier Business Planning Service starts at $1,320 annually

Percentage

$0+: 0.20% Model Fee on assets allocated to Dynamic ETF Models $0+: 0.20% Model Fee on assets allocated to Active ETF Models $0+: 0.20% Model Fee on assets allocated to Index ETF Models $0+: 0.20% Model Fee on assets allocated to Direct Indexing Models $0+: Portfolio Management standard fee range 0.20% - 1.00% annually $0+: Third-Party SMA advisory fee range 0.12% to 1.00% plus additional SMA Program Fees (0.25% to 1.00%)

Commissions

Brokerage commissions for securities transactions; 12b-1 fees and insurance commissions also received

Project-based

Hourly rates typically range from $100 to $300 per hour for retirement plan consulting and other services

Performance-based

Private fund management fees may include performance participation (carried interest) and other fees as disclosed in fund documents

Other

Minimum fee: Financial Planning: Horizon and Premier Planning Services fees specified in agreement; Premier Business Planning Service generally starts at $1,320 annually Fee-only: Financial planning fees (fixed or negotiable fees) and hourly consulting fees available

Location

115 First St.

Bay City, MI 48708

Most active in

Michigan

Work history

Hantz Financial Services

2021 - Present (5 years)

Northwood University

2020 - 2021 (1 year)

Vondette Roofing

2020 - 2020 (1 year)

Swan Valley Golf & Banquet

2020 - 2020 (1 year)

Northwood University

2019 - 2020 (1 year)

Northwood University

2018 - 2022 (4 years)

Swan Valley Golf & Banquet

2018 - 2019 (1 year)

Calvary Baptist Academy

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark R

CFP®, Series 63

Freeland, MI

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Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

General retirement planning Cash flow / budgeting
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Mark R

Series 66

Bay City, MI

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Mark Recker is the principal of Recker Financial LLC and holds a Series 66 designation with 15 years of industry experience. Prior to founding his firm in 2018, he worked at Hantz Financial Services from 2010 to 2018. He is also a minority owner of Maurer Meat Processors in Ubly, Michigan, where he assists with financial management. Recker Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and a range of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive, asset-allocation portfolios using index funds and ETFs, and provides ongoing comprehensive and hourly planning options.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Lee F

ChFC®, Series 63

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Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.

General retirement planning Cash flow / budgeting Life insurance needs analysis
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David B

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Saginaw, MI

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David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

General retirement planning Income planning
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Erik T

Series 63, Series 65

Bay City, MI

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Erik Thompson is a financial advisor at Mid Michigan Insurance and Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life Securities Inc and Banker's Life and Casualty since 2011. In addition to his advisory role, Thompson serves as a branch manager, overseeing insurance sales and training new agents. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm offers written financial plans, consultations, managed model-portfolio solutions through third-party managers, and life insurance and annuity products, primarily operating on a non-discretionary basis.

Annuities Wealth management General retirement planning
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Matthew S

Series 66

Saginaw, MI

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Matthew Starke is a financial advisor with Great Lakes Retirement Solutions, Inc. in Saginaw, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Great Lakes Retirement Solutions LLC since 2013. Outside of advising, he serves as treasurer for Jolt Credit Union. Great Lakes Retirement Solutions serves individual and institutional clients, offering portfolio management, financial planning, and third-party adviser placement. The firm employs individualized asset allocation based on Modern Portfolio Theory and supports client relationships through ongoing monitoring and periodic reviews.

General retirement planning Income planning
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