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Curtis M

Series 66

Okemos, MI

Hantz financial Services, Inc.

Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, Curtis coaches the varsity basketball team at Saint Patrick School, where he previously attended high school. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and technology platforms to provide portfolio management, financial planning, and retirement consulting services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Thomas D

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Shane S

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Shane Seybert is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Jacob J

Series 66

Okemos, MI

Hantz financial Services, Inc.

Jacob Junglas is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with the Hantz Group since 2015. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth households, pension plans, and business owners, offering financial planning and wealth management through ETF-based model portfolios and third-party SMA strategies. The firm integrates advisory, broker-dealer, mortgage, and insurance services, and employs technology-driven solutions such as AI-assisted data aggregation and automated tax-loss harvesting.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Sierra C

Series 66

Okemos, MI

Hantz financial Services, Inc.

Sierra Clow is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Hantz Financial Services, she worked in various roles including positions at Chartwells Higher Education and Spring Arbor University. Hantz Financial Services serves a diverse client base including individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, complemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Jeffery S

ChFC®, Series 63

Okemos, MI

Hantz financial Services, Inc.

Jeffery Soper is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Emily B

Series 66

Okemos, MI

Hantz financial Services, Inc.

Emily Bride is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has worked in the financial industry since 2024. Prior to joining Hantz, she gained experience at the Low Office of Mark Dobias and has diverse work history including roles outside financial services. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Matthew S

ChFC®, Series 63, Series 66

Okemos, MI

Hantz financial Services, Inc.

Matthew Sims is a Chartered Financial Consultant (ChFC®) with 20 years of experience at Hantz Financial Services, Inc. in Okemos, Michigan, where he has worked since 2006. He holds Series 63 and Series 66 licenses. Hantz Financial Services, Inc. serves a diverse client base including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, insurance, and private fund management activities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Kirsten S

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Kirsten Soltis is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios and third-party money managers, supported by a range of advisory and brokerage services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Anna C

Series 65

Okemos, MI

Hantz financial Services, Inc.

Anna Christensen is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 license and has eight years of experience with Hantz, following prior roles at First National Bank and Panther Global Tech. Outside of finance, she has experience with Karen's Dance Academy. Hantz Financial Services, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients. The firm offers financial planning, wealth management using ETF-based model portfolios and third-party managers, retirement plan consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Jason V

ChFC®, Series 63

Okemos, MI

Hantz financial Services, Inc.

Jason Vandergiessen is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc., where he has worked since 1999. He is based in Okemos, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, alongside brokerage, mortgage-broker, and insurance distribution via affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Patrick W

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Patrick Weller is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Cody P

Series 66

Okemos, MI

Hantz financial Services, Inc.

Cody Paul is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work background includes roles at Best Buy, Graduate Hotel, Door Dash, and Task Masters. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Ethan D

ChFC®, Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Ethan Davies is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing strategies.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Parker K

Series 66

Okemos, MI

Hantz financial Services, Inc.

Parker Kubiak is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his financial career, he held positions at Dick's Sporting Goods and All-Terrain Landscaping and was involved with Michigan State University and Papermachine Service Ind. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning, wealth management through ETF-based model portfolios, retirement plan consulting, and brokerage, mortgage, and insurance services via affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John S

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

John Soltis is a financial advisor with Hantz Financial Services, Inc. in Okemos, Michigan. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, all with Hantz Financial Services since 2000. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Rex F

ChFC®, Series 63

Okemos, MI

Hantz financial Services, Inc.

Rex Foster is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation and Series 63 license and has 29 years of industry experience, including 27 years with his current firm. Foster is a partner and passive investor in Strokes Gained Golf LLC, an indoor golf simulator venture. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Michael B

ChFC®, Series 66

Okemos, MI

Hantz financial Services, Inc.

Michael Basmajian is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 66 license with 10 years of industry experience. He has worked at Hantz Financial Services since 2015 and was previously employed at Grand Canyon University from 2011 to 2017. Hantz Financial Services serves a diverse clientele including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Cory J

Series 66

Okemos, MI

Hantz financial Services, Inc.

Cory Jansen is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to that, he was employed at LSSU from 2015 to 2018. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios across varying risk levels, supplemented by third-party money managers and Direct Indexing.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Andrew B

CFP®, ChFC®, Series 63

Okemos, MI

Hantz financial Services, Inc.

Andrew Beach is a CFP® and ChFC® with 24 years of industry experience. He has been with Hantz Financial Services, Inc. since 2001. Hantz Financial Services serves a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across different risk levels, supplemented by third-party managers and Direct Indexing, and offers a combination of advisory, broker-dealer, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Collin D

Series 66

Okemos, MI

Hantz financial Services, Inc.

Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and over eight years of combined experience in financial services and education. His background includes roles at Northwood University and Lansing Community College, as well as experience outside the industry at Relli's and Dewitt High School. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios alongside third-party managers and employs an asset-allocation framework with automated tax-loss harvesting and other advanced technologies.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Phillip P

Series 66

Okemos, MI

Hantz financial Services, Inc.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at Michigan State University and the University of Michigan, as well as experience in operations at Classic Auto Wash and Water's Edge Country Club. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and direct indexing, and combines advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Carson R

Series 66

Okemos, MI

Hantz financial Services, Inc.

Carson Raeder 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 at Texas Roadhouse, Showroom Shine, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base, including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Hudson W

ChFC®, Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Hudson Whitmore is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding a ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, all with Hantz Financial Services since 1999. Outside of advising, he coaches the baseball team at Haslett High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services with unique technology partnerships.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John H

Series 66

Okemos, MI

Hantz financial Services, Inc.

John Hoesli is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Hantz Financial Services, Inc., where he has worked since 2022, and has held roles in various other organizations including Nexthermal and Albion College. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supported by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Griffin S

Series 66

Okemos, MI

Hantz financial Services, Inc.

Griffin Summers is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with one year of industry experience. He holds the Series 66 designation and has worked in various roles including seasonal parks worker in Delhi Township. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios with a range of active and index strategies, incorporates third-party money managers, and offers integrated services across advisory, brokerage, mortgage, and insurance products.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Brendon D

Series 66

Okemos, MI

Hantz financial Services, Inc.

Brendon Daly is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, Daly worked at Shinola and has also held roles at Grand Valley State University and Lumen Christ High School. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm provides financial planning and wealth management through ETF-based model portfolios alongside third-party money managers, supported by proprietary technology and a combination of advisory, brokerage, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Michael M

Series 63, Series 65

Okemos, MI

Hantz financial Services, Inc.

Michael Murphy is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs, along with retirement plan consulting and distribution of brokerage, mortgage, and insurance products through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Michael S

Series 66

Okemos, MI

Hantz financial Services, Inc.

Michael Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. His prior roles include positions at Michigan State University and Lansing Community College. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its operations.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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