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Sean K

Series 66

Canton, MI

Hantz financial Services, Inc.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a varied work history including roles at DoorDash and Eastern Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets across individual, corporate, and retirement plan clients. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and tax-aware strategies, operating a multi-advisor platform supported by a range of affiliated financial 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 M

Series 66

Canton, MI

Hantz financial Services, Inc.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. based in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. 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 through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside financial planning, wealth management, and other affiliated financial 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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Lucas H

Series 66

Canton, MI

Hantz financial Services, Inc.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both public sector and educational roles. 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 through diversified, ETF-centered model portfolios and a multi-advisor platform, offering services that include financial planning, portfolio management, retirement plan consulting, and affiliated mortgage and insurance 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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Melissa J

Series 63, Series 65

Canton, MI

Hantz financial Services, Inc.

Melissa James is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate and business 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 it 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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Brendan H

Series 66

Canton, MI

Hantz financial Services, Inc.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers 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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Peter L

Series 66

Canton, MI

Hantz financial Services, Inc.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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 financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance 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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Nathanial C

Series 66

Canton, MI

Hantz financial Services, Inc.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. 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 complemented by separately managed accounts 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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Cameron A

Series 65

Canton, MI

Hantz financial Services, Inc.

Cameron Allen is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Hantz Tax and Business and Fabiano Brothers. 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 and offers a range of wealth management, financial planning, and fiduciary services, supported by affiliated businesses 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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Robert M

Series 66

Canton, MI

Hantz financial Services, Inc.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Hantz Financial Services, he worked at Albion College and in various other roles including at Bilco Tool and Triolet Lawn and Curb. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individuals, corporate, and retirement plan sponsors. The firm employs diversified, ETF-centered model portfolios and offers services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage through affiliated agencies.

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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