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Courtney T

Series 63, Series 65

Marquette, MI

Hantz financial Services, Inc.

Courtney Ter Mors is a financial advisor at Hantz Financial Services, Inc. in Marquette, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Hantz Financial Services since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and AI-assisted client data analysis, supported by a parent company structure that includes a trust bank and affiliated 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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Johannes T

CFP®, ChFC®, Series 63, Series 65

Marquette, MI

Hantz financial Services, Inc.

Johannes Ter Mors is a CFP® and ChFC® with 24 years of experience in the financial industry. He has been with Hantz Financial Services, Inc. since 2001. The firm serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. Hantz Financial Services employs a model-driven investment approach focused on ETF strategies, supplemented by separately managed accounts and alternative investments, supported by 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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Christopher P

ChFC®, Series 63

Marquette, MI

Hantz financial Services, Inc.

Christopher Pillifant II is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Hantz Financial Services, Inc., where he has worked for 27 years. His professional background is exclusively with Hantz Financial Services. Outside of his advisory role, he is involved in community and nonprofit activities, serving as a member and recorder for the Knights of Columbus, a board member at The Care Clinic, and a finance committee board member for Father Marquette Catholic Academy. 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 supported by separately managed accounts and unified managed account solutions, while also offering fiduciary retirement-plan services and affiliated capabilities such as trust services, tax and business consulting, and insurance and mortgage origination.

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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John B

CFP®, Series 63

Marquette, MI

Hantz financial Services, Inc.

John Beebe is a CFP® with 25 years of industry experience and has been with Hantz Financial Services, Inc. since 2000. He holds a Series 63 license and is based in Sault Ste. Marie, MI. 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, portfolio management, and fiduciary services supported by affiliated banking, tax, 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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Barrie R

Series 63, Series 65

Marquette, MI

Hantz financial Services, Inc.

Barrie Rae is a financial advisor with Hantz Financial Services, Inc. in Marquette, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hantz Financial Services since 1999. Outside of his advisory role, Rae serves as the Head Varsity Bowling Coach at Westwood High School in Ishpeming, MI. 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 investment approach focused on ETF strategies and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated tax, insurance, mortgage, and trust 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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Chandler G

Series 66

Marquette, MI

Hantz financial Services, Inc.

Chandler Green is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Marquette, Michigan, bringing three years of industry experience. Prior to joining Hantz Financial Services, he worked at PF Markey and has served in the US Army Reserves since 2017, where his duties include pay disbursement to soldiers. 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, offering financial planning, portfolio management, retirement consulting, and a range of investment strategies centered on diversified ETF model portfolios.

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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Delmar H

CFP®, Series 66

Marquette, MI

Hantz financial Services, Inc.

Delmar Hall is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2015. He holds the Series 66 designation and is based in Marquette, MI. 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, separately managed accounts, and unified managed account solutions, supported by affiliated entities such as a trust bank and in-house tax and business 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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