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Timothy L

Series 63, Series 65

Midland, MI

Hantz financial Services, Inc.

Timothy Lemke is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hantz Financial Services since 1998. Outside of his advisory role, Lemke is involved in nonprofit and community activities, including serving as Treasurer and performer for the Noel Christmas Experience and mentoring students in a local school robotics program. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, while offering expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.

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

CFP®, Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Joshua Funsch is a CFP®-certified financial advisor with over 22 years of experience, currently with Hantz Financial Services, Inc. in Saginaw, MI, where he has worked since 2003. He holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts, unified managed accounts, and access to alternative investments, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

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

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Christopher Kemp is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a trust-only bank and in-house tax and business consulting.

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

Series 63, Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of services from financial planning to fiduciary retirement-plan advisory.

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

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Paige Smola is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

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

Series 66

Grandville, MI

Hantz financial Services, Inc.

Tyler Zimmerman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously in education at several schools including Grand Valley State University and Fruitport High School. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors using diversified ETF-focused portfolios, model-based strategies, and a turnkey platform that incorporates both discretionary and non-discretionary mandates.

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

Series 66

Willoughby, OH

Hantz financial Services, Inc.

Robert Mcguigan is a financial advisor at Hantz Financial Services, Inc. in Willoughby, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and provides a range of financial planning, wealth management, and fiduciary services.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.

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

Series 65, Series 63

Southfield, MI

Hantz financial Services, Inc.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds Series 65 and Series 63 licenses. She has been with Hantz Financial since 2005. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors, offering financial planning, portfolio and wealth management, and employs a diversified, ETF-centered investment approach supplemented by model-based strategies and tax-aware implementations.

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

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Starrlin Heuschele is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services, he has held various roles across retail and service sectors. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform, utilizing diversified ETF-centered model portfolios and offering a range of financial planning, wealth management, and consulting services.

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

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ewie Co. and Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm utilizes diversified, ETF-centered model portfolios combined with various investment strategies and offers a range of financial planning, portfolio management, and related services.

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

ChFC®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Jessica Sherman is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

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

CFP®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Blake Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Hantz Financial Services, Inc. since 2012. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated financial and consulting entities.

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

Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Ryan Neil is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2000. Outside of his advisory role, he serves as an officer and director for Nouvel Catholic Central Elementary Athletics, assisting with budget decisions for the school's athletic programs. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and retirement-plan advisory services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by in-house tax, business consulting, and affiliated insurance and mortgage services.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. His background also includes roles outside finance, such as positions at Central Michigan University, Canton Canopies, Target, and Canton High School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and features expanded implementation capabilities through affiliated entities such as a trust bank and in-house consulting services.

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

Series 66

Taylor, MI

Hantz financial Services, Inc.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Southgate Lincoln, DST Industries, Com for Care, Baker College, and Greektown Casino. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage services.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brandon Pinskey is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm employs diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing, and supports both discretionary and non-discretionary mandates across various wealth management and financial planning services.

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

Series 66

Midland, MI

Hantz financial Services, Inc.

Caleb Owens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Owens Outdoor Services LLC and educational positions at Cornerstone University and Skeels Christian School. Outside of financial advising, he has been involved in Owens Outdoor Services LLC in multiple years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering financial planning, portfolio management, retirement consulting, and model-based ETF strategies, among other services.

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

Series 63, Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Bradley Turnwald is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, offering a range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Neil Shaw is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated tax, consulting, insurance, and mortgage businesses.

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