Canton, MI 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

44520 Michigan Avenue

Canton MI 48188

Advisors at this office

9

Advisors at this office

user avatar

Sean K

Series 66

Canton, MI

Hantz financial Services, Inc.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a work history that includes roles at DoorDash, Olga's Kitchen, and Eastern Michigan University. Hantz Financial Services serves individual clients, 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, along with 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
user avatar

Brandon M

Series 66

Canton, MI

Hantz financial Services, Inc.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable organizations, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels. The firm combines advisory, brokerage, mortgage, and insurance services, and incorporates 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
user avatar

Lucas H

Series 66

Canton, MI

Hantz financial Services, Inc.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Canton Township and Michigan State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension 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 managers, employing an asset-allocation framework with automated tax-loss harvesting and other technology integrations.

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

Melissa J

Series 63, Series 65

Canton, MI

Hantz financial Services, Inc.

Melissa James is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced portfolio management technologies.

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

Brendan H

Series 66

Canton, MI

Hantz financial Services, Inc.

Brendan Hunt is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with seven years of industry experience. He has been with Hantz Financial Services since 2019 and previously worked at Hantz Tax and Business. Hunt also has experience in education, having worked at Eastern Michigan University since 2017 and at Jackson College from 2015 to 2017. Hantz Financial Services serves individual clients, pension and profit-sharing 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 money managers and technology-enabled trade execution and tax-loss harvesting.

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

Peter L

Series 66

Canton, MI

Hantz financial Services, Inc.

Peter Luther is a Series 66-credentialed financial advisor at Hantz Financial Services, Inc. in Canton, MI, with 16 years of industry experience, all of which he has spent at Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension 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 advanced technologies like automated tax-loss harvesting and AI-assisted data aggregation.

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

Nathanial C

Series 66

Canton, MI

Hantz financial Services, Inc.

Nathanial Chambers is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at New York Life and Speedway before joining Hantz Financial Services. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios supplemented by third-party managers and employs 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
user avatar

Cameron A

Series 65

Canton, MI

Hantz financial Services, Inc.

Cameron Allen is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Fabiano Brothers and Saginaw Valley State University, as well as extended tenure at Hantz Tax and Business. Hantz Financial Services, Inc. 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 across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance product activities.

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

Robert M

Series 66

Canton, MI

Hantz financial Services, Inc.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Albion College and Bilco Tool. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm focuses on ETF-based model portfolios combined with third-party money managers and employs various technology platforms for portfolio management and trade execution.

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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