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1,061 advisors near
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Cameron K
Series 66
Southfield, MI
Hantz financial Services, Inc.
Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017. Outside of his advisory role, Kapfhamer is also active as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party managers, and other strategies, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.
Andrew B
PFS™, Series 65, Series 66
Southfield, MI
Focus Partners Wealth, LLC
Andrew Bass is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation along with Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital and its affiliated entities. He is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a currently inactive consulting and tax advisory business. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to client-specific risk and tax considerations.
Thomas P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. He began his advisory career in 2025 and has prior experience at Financial Services of America and Target. He also worked at Michigan State University and has been affiliated with Pennas of Sterling since 2021. 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 supplemented by third-party money managers, unified managed accounts, and Direct Indexing.
Shannon M
ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Shannon Myers is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. He holds the ChFC® designation and the Series 63 license and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm uses ETF-based model portfolios and a combination of third-party managers and technology-driven tools to deliver investment advice across multiple risk levels.
James M
Series 63, Series 65
Roseville, MI
FIFTH THIRD SECURITIES, Inc.
James Mollison is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including LPL Financial LLC, Flagstar Bank, and Citizens Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and uses a range of portfolio management strategies, operating as a wholly owned subsidiary of Fifth Third Bank.
Dustin R
Series 66
Southfield, MI
Hantz financial Services, Inc.
Dustin Rudder is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Morgan Stanley. Rudder has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a combination of advisory, brokerage, mortgage, and insurance services.
Maxxum J
Series 66
Southfield, MI
Hantz financial Services, Inc.
Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential. He has been with the firm since 2021 and has prior experience at Michigan State University, Ford, Dublin Pub, and Grand Flower Growers. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across various risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.
Renato J
Series 63, Series 65
Grosse Pointe Farms, MI
Janney Montgomery Scott
Renato Jamett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for 23 years. Outside of his advisory work, Jamett has held leadership roles with the Detroit Symphony Orchestra as Board Chair and Secretary, and serves as a trustee for Detroit Cristo Rey High School. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering a range of brokerage, planning, and advisory services supported by in-house and third-party portfolio management.
Sean K
Series 66
Southfield, MI
Hantz financial Services, Inc.
Sean Kassab is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Altitude CRE, Oakland University, and SpringHill Marriott. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers, employing a structured asset-allocation framework alongside technology platforms for trade execution and tax-loss harvesting.
Paul N
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Paul Namel is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual clients—including high-net-worth households—as well as pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party money managers and technology-driven solutions for portfolio management and retirement plan consulting.
Joseph M
CFP®, Series 63, Series 65
Southfield, MI
Farther
Joseph Mayone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his advisory career, he worked at Bob and Joes Cleaning Pros. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income investments.
Matthew M
Series 65
Southfield, MI
Hantz financial Services, Inc.
Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Mitchell worked at Hantz Tax & Business and MMS - AT&T, and he also attended Northwood University. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across various risk levels, supplemented by third-party money managers and technologies such as Direct Indexing and AI-assisted data aggregation.
Julie W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Julie Wancket is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Rohver Corporation for six years. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory and broker-dealer services alongside mortgage and insurance product offerings.
Courtney M
Series 65
Southfield, MI
Hantz financial Services, Inc.
Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with seven years at the firm and a total of eight years of industry experience. He holds the Series 65 designation and previously worked at MPG, Inc/American Axle for three years. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios spanning multiple strategies and risk levels, supplemented by third-party managers and technology-enabled portfolio management tools.
Pamela W
CFP®, ChFC®, Series 66
Southfield, MI
Hantz financial Services, Inc.
Pamela Wilson is a CFP® and ChFC® with 13 years of experience at Hantz Financial Services, Inc. She holds a Series 66 license and has been with the firm since 2013. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm employs ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise platform.
Philip B
Series 63, Series 65
Wyandotte, MI
Oppenheimer
Philip Buccini is a financial advisor with Oppenheimer in Wyandotte, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs encompassing asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.
Stephen M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining Hantz, he worked at Jackson National Life and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse group of clients, 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 across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.
Gail P
Series 63, Series 65
Grosse Pointe Farms, MI
Oppenheimer
Gail Perrymason is a financial advisor at Oppenheimer with 38 years of industry experience. She has been with Fahnestock & Co., Inc. for 27 years and has concurrently worked at the University of Detroit for over 45 years. Outside of her advisory role, Perrymason is actively involved in community service, including volunteer positions focused on youth financial literacy, public health advocacy, and women’s issues in Detroit. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse clientele, including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory and financial planning services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.
Daniel F
Series 66
Southfield, MI
Hantz financial Services, Inc.
Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at LG Electronics, Inc. from 2011 to 2017. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and uses a range of technology-driven investment solutions.
Armin H
ChFC®, Series 66
Grosse Pointe Woods, MI
FIFTH THIRD SECURITIES, Inc.
Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.
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1,061 advisors near
48226
within the area shown on the map
Out of 400,000+ nationwide