Ann Arbor, MI Ranchero Drive Office

Team
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Hantz financial Services, Inc. logo

Hantz financial Services, Inc.

Enterprise

Firm-wide stats for Hantz financial Services, Inc.

Total advisors

398

Across 23 offices

Clients per advisor

60 Typical

Avg AUM per client

$420,083 Typical

HNW client ratio

10% Low

About

Hantz Financial Services, Inc. serves a broad mix of individual clients (including high‑net‑worth households), pension and profit‑sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management using model portfolios and third‑party SMAs, retirement plan consulting, and also offers brokerage, mortgage‑broker and insurance distribution through affiliated entities.

Investment advice is delivered primarily through ETF‑based model portfolios — described as Globally Diversified Dynamic, Active, and Index “Gears” across five risk levels — supplemented by third‑party money managers, unified managed accounts, and Direct Indexing. Portfolios are managed with an asset‑allocation framework, periodic rebalancing and monitoring, use a TAMP (SmartX) for trade execution/reconciliation, and where enabled employ automated tax‑loss harvesting via the Direct Indexing platform.

The firm’s structure and activities distinguish it from many peers: it combines advisory and broker‑dealer activities with mortgage and insurance product sales, acts as adviser to private and variable insurance registered funds, and participates in private fund management — arrangements that are less common among enterprise advisers. Hantz also has multiple technology and partner relationships disclosed in its brochure — including a relationship with Brooklyn Investment Group (now Nuveen‑affiliated) for Direct Indexing, an agreement with Photon Insights for AI‑assisted client data aggregation, a minority ownership link to SMArtX technology, and a revenue‑sharing marketing arrangement with Future Capital for certain retirement plan referrals — all of which the firm discloses and manages through its policies.

Based on Hantz financial Services, Inc.

Expertise

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

Based on Hantz financial Services, Inc.

Occupation focus

Founder/Business Owner Executive

Based on Hantz financial Services, Inc.

Location

3754 Ranchero Drive

Ann Arbor MI 48108

Advisors at this office

20

Advisors at this office

user avatar

Trenton B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse clientele 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 through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer functions alongside mortgage and insurance services.

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

Ryan W

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ryan Waddell is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. His background also includes roles at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines 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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Ryan R

Series 63, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ryan Racine is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services and utilizes technology partnerships to support its investment and client service capabilities.

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

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

James Polisuk is a Series 66-credentialed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services in 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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Rachel D

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Rachel Doutsas is a Series 66-registered advisor with Hantz Financial Services, Inc. in Ann Arbor, Michigan, where she has worked since 2012. She has 14 years of industry experience. Outside of her financial advisory role, she owns and operates Modern Murals, LLC, a business creating and selling custom artwork. Hantz Financial Services serves a varied 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 across multiple risk levels, supplemented by third-party managers and direct indexing, and integrates advisory, brokerage, 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
user avatar

Ethan H

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ethan Harkins is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles in education and the sports and hospitality sectors. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm emphasizes ETF-based model portfolios supplemented by third-party managers and employs advanced technology platforms for portfolio management and tax optimization.

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

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Christopher Kemp is a Series 66 licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, Michigan, with 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party strategies, combining advisory, brokerage, 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
user avatar

Paige S

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Paige Smola is a financial advisor at Hantz Financial Services, Inc. with 5 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2015. 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 alongside third-party managers and technology solutions to deliver investment advice across multiple risk levels.

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

Series 63, Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Bradley Turnwald is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds Series 63 and Series 65 designations and has 24 years of industry experience, all with Hantz Financial Services since 2002. 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 delivers investment advice primarily through ETF-based model portfolios supplemented by third-party money managers and uses an asset-allocation framework with periodic rebalancing and tax-loss harvesting features.

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

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Haley Hegenauer is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at Mercer Advisors and held positions in education. 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, along with retirement plan consulting and brokerage services through affiliated entities.

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

Logan H

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Logan Harkins is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles in education and sports organizations, such as Lawrence Tech University and Soccer World. Hantz Financial Services caters to a diverse client base, including individual investors, pension plans, and corporate clients. The firm employs ETF-based model portfolios complemented by third-party money managers and utilizes technology-driven investment platforms and services.

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

Kassem A

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Kassem Atwi is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at DoorDash and the University of Michigan. 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 and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven investment solutions.

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

Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Brian West is a Series 65 licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 10 years of industry experience and more than two decades at the firm. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, retirement plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party money managers, 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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Vincent G

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one enterprise structure.

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

Craig B

CFP®, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Craig Blasiman is a CFP® with 13 years of experience in the financial services industry, currently serving at Hantz Financial Services, Inc. since 2013. He holds a Series 66 license and is based in Ann Arbor, Michigan. Hantz Financial Services, Inc. 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 delivers financial planning and wealth management primarily through ETF-based model portfolios, incorporating an asset-allocation framework, periodic rebalancing, and use of 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
View complete list of advisors at this office
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