Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
4 years
Location
Tecumseh, MI 49286
Hantz financial Services, Inc.
Enterprise
Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.
Based on Hantz financial Services, Inc.
Based on Hantz financial Services, Inc.
Financial planning consulting fees may be charged as flat fees, e.g., Premier Business Planning Service generally starting at $1,320 annually; retirement plan project-based fees can range from $100 to $30,000; Consultancy Agreements quarterly fee at 0.05% paid by Investment Managers.
Brokerage commissions and 12b-1 fees may be charged for securities brokerage services implemented by registered representatives, separate commission-based agreements apply.
Hourly rates for retirement plan project-based services typically range from $100 to $300 per hour.
Performance participation fees or carried interest may apply for private funds managed by Hantz Alternatives Management Company, LLC; details in fund offering documents.
Fee-only: Financial Planning Services: Horizon Planning Service, Premier Planning Service, and Premier Business Planning Service annual fees specified in agreement; Premier Business Planning Service fees generally start at $1,320 annually; Retirement Plan Services: fees typically range from 5 basis points to 75 basis points of plan assets; Portfolio Management Services: fees generally 0.20% to 1.00% annually, or fixed fee negotiated; Third-Party SMA Manager Program: advisory fee 0.12% to 1.00% plus additional program fees (manager model delivery fees, TAMP fees 0.03%-0.12%, program fee 0.54%-0.60%); Model Fees for Dynamic, Active, Index, and Direct Indexing Models: additional 0.20% annually on assets allocated in each respective model; Hourly rates generally $100 to $300 per hour for retirement plan services; flat fees can range $100 to $30,000 for project based services.
Tecumseh, MI
5200 Milwaukee Road
Tecumseh MI 49286
Advisors at this office
9
Michigan
4 years of industry experience
Hantz Financial Services
2021 - Present • 5 years
Tecumseh, MI
Alro
2019 - 2021 • 2 years
Jackson, MI
Edu Staff
2018 - 2019 • 1 year
Jackson, MI
Quicken Loans
2018 - 2018 • 1 year
Detroit, MI
Quikcken Loans
2017 - 2017 • 1 year
Detroit, MI
Wayne State University
2014 - 2018 • 4 years
Detroit, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 66, Series 7
Milan, MI
Cetera
Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.
Series 65
Manchester, MI
Diversified Consumer Planning
Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.
CFP®, PFS™
Saline, MI
Foresight Capital Management Advisors, Inc.
Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.
Series 66
Adrian, MI
Fairway Investment Group, LLC
Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.
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