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Emily B
Series 66
Okemos, MI
Hantz financial Services, Inc.
Emily Bride is a financial advisor with Hantz Financial Services, Inc. She holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, she held positions at Low Office of Mark Dobias and worked in various roles including at Beards Brewery and Central Michigan University. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and a range of investment strategies that emphasize diversified, ETF-centered model portfolios and tax-aware implementations.
Matthew S
ChFC®, Series 63, Series 66
Okemos, MI
Hantz financial Services, Inc.
Matthew Sims is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation along with Series 63 and 66 licenses. He has 19 years of industry experience and has been with Hantz Financial Services since 2006. 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 complemented by separately managed accounts and provides access to direct indexing, private funds, and alternative investments, supported by affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.
Kirsten S
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Kirsten Soltis is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and offers expanded implementation capabilities through affiliated entities, including a state-chartered trust bank and in-house tax and business consulting.
Anna C
Series 65
Okemos, MI
Hantz financial Services, Inc.
Anna Christensen is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Hantz Financial Services since 2018. Her prior experience includes roles at First National Bank and Panther Global Tech, as well as employment at Karen's Dance Academy. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.
Caedmon V
Series 63, Series 65
Mason, MI
FIFTH THIRD SECURITIES, Inc.
Caedmon Vantil is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials. He has one year of experience in the financial industry, having joined Fifth Third Securities in 2025. Prior to that, he worked at Best Buy and other retail and service positions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, supported by a large network of advisors and substantial assets under management.
Jason V
ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
Jason Vandergiessen is a ChFC® with 26 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. 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, supplemented by separately managed and unified managed accounts, and provides expanded implementation capabilities through affiliated entities including a trust bank and tax and business consulting services.
Patrick W
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Patrick Weller is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2012. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, fiduciary services, and brokerage capabilities. The firm utilizes model-driven ETF strategies alongside separately managed accounts and third-party money managers, supported by affiliated businesses including a state-chartered trust bank and in-house tax and retirement consulting.
Cody P
Series 66
Okemos, MI
Hantz financial Services, Inc.
Cody Paul is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation. He joined Hantz Financial Services in 2025 and has prior work experience in various roles outside the financial industry, including positions at Best Buy and Graduate Hotel. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed and unified managed accounts, with additional capabilities in direct indexing, private funds, and AI-assisted client data analysis.
Ethan D
ChFC®, Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Ethan Davies is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2002. 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 investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
Parker K
Series 66
Okemos, MI
Hantz financial Services, Inc.
Parker Kubiak is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 credential and six years of industry experience. He has been with Hantz Financial Services since 2019. Prior to advising, his work history includes roles at Dick's Sporting Goods, All-Terrain Landscaping, Michigan State University, and Papermachine Service Industries. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios supported by asset allocation and periodic rebalancing, and offers additional services including financial planning, wealth management, mortgage brokerage, and insurance through affiliated agencies.
John S
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
John Soltis is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2000. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated businesses including a state-chartered trust bank and in-house tax and business consulting.
Rex F
ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
Rex Foster is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 63 license with 29 years of industry experience. He has been with Hantz Financial Services since 1999. Outside of his advisory role, Foster is involved as an owner of Texigan LLC and is a partner and passive investor in Strokes Gained Golf LLC, an indoor golf simulator business anticipated to start operations in 2026. 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, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.
Michael B
ChFC®, Series 66
Okemos, MI
Hantz financial Services, Inc.
Michael Basmajian is a ChFC® and Series 66 credentialed financial advisor with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015 and previously worked at Grand Canyon University for six years. 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 focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, mortgage brokerage, and insurance through affiliated agencies.
Cory J
Series 66
Okemos, MI
Hantz financial Services, Inc.
Cory Jansen is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with six years of industry experience. He has been with Hantz Financial Services since 2018 and previously worked at LSSU from 2015 to 2018. 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, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and retirement-plan advisory services.
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, currently serving as a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, where he has worked since 2001. His credentials also include the Series 63 license. 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 it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.
Collin D
Series 66
Okemos, MI
Hantz financial Services, Inc.
Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with one year of experience at the firm. He holds a Series 66 designation and has prior work experience at Northwood University, Lansing Community College, Relli's, and Dewitt High School. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies.
Phillip P
Series 66
Okemos, MI
Hantz financial Services, Inc.
Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Michigan State University and the University of Michigan. 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 company and in-house tax and business consulting.
Carson R
Series 66
Okemos, MI
Hantz financial Services, Inc.
Carson Raeder is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz, he held various roles including positions at Texas Roadhouse and Showroom Shine. 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 with diversified, ETF-centered model portfolios, financial planning, and wealth management through a multi-advisor platform.
Hudson W
ChFC®, Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Hudson Whitmore is a financial advisor at Hantz Financial Services, Inc. with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Whitmore has been with Hantz Financial Services since 1999. Outside of his advisory role, he coaches the baseball team at Haslett 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 combined with separately managed accounts and unified managed account solutions, and it offers a range of financial planning, wealth management, and fiduciary services.
John H
Series 66
Okemos, MI
Hantz financial Services, Inc.
John Hoesli is a financial advisor at Hantz Financial Services, Inc. in Okemos, Michigan, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Nexthermal and various positions at Mancino's, Speedway, and Albion College. 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, supported by in-house tax, business consulting, and affiliated insurance and mortgage services.
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158 advisors near
48827
within the area shown on the map
Out of 400,000+ nationwide