Clinton Township, 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

397

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

24668 Hall Road

Clinton Township MI 48036

Advisors at this office

19

Advisors at this office

user avatar

Maxwell M

Series 65, Series 63

Clinton Township, MI

Hantz financial Services, Inc.

Maxwell Martinello is a financial advisor at Hantz Financial Services, Inc. He holds the Series 65 and Series 63 designations and has been with the firm since 2025. His prior experience includes roles at Walsh College, Macomb Community College, Three T's, and De La Salle. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and portfolio management primarily 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
user avatar

Kevin T

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse range of clients including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology-driven approaches, combining advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

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

Kimberly Y

Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Kimberly Yaroch is a financial advisor with Hantz Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Kimberly has been 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 across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services in a single enterprise.

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

Daniel S

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Daniel Super is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 11 years of industry experience, all spent at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual investors, 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 Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance activities 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

Selman K

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with a Series 66 license and four years of industry experience. He has worked at Hantz Financial Services since 2019 and has prior experience at Wayne State University and Gaudino's. Hantz Financial Services serves a diverse client base including individuals, 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 supplemented by third-party money managers, and integrates technology platforms such as Direct Indexing and AI-assisted data aggregation in its investment approach.

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

Samuel L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at the Gerstacker Foundation, Lafontaine Auto Group, and Isabella Bank. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and 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 offers financial planning, retirement 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

Bobbi W

Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Bobbi Wroblewski is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, holding the Series 65 credential. She has been with Hantz Financial Services since 2017 and has prior experience with Wigs 4 Kids. Hantz Financial Services serves a diverse range of clients including individual investors, high-net-worth households, pension and profit-sharing plans, and business owners. The firm uses ETF-based model portfolios supplemented by third-party money managers and employs asset-allocation frameworks with automated tax-loss harvesting and technology partnerships to support portfolio management.

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

Rimoun E

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Rimoun Estifou is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation and 12 years of industry experience, all with Hantz. Outside of advisory work, Estifou is engaged in purchasing, renovating, and selling distressed properties through a separate business venture. Hantz Financial Services serves 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 and integrates third-party managers and advanced technology platforms in its wealth management approach.

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

Amy H

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Amy Hoffman is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 10 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2015. 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 across multiple risk levels, supplemented by third-party managers and tax-loss harvesting strategies.

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

Donovan C

CFP®, Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Donovan Ciminelli is a CFP®-designated financial advisor with 19 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Clinton Township, MI, where he has worked since 2007. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, while integrating technology 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

Joseph Y

Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Joseph Yatouma is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, all with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers, emphasizing asset allocation, periodic rebalancing, and technology-driven 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

Barak H

CFP®, ChFC®, Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Barak Henderson is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.

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

Robert M

Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all of which has been with Hantz Financial Services since 2004. 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 across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and combines 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

Brian L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Brian Laurain is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation with 14 years of industry experience, all at Hantz Financial Services since 2012. 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 uses ETF-based model portfolios alongside third-party money managers and employs an asset-allocation framework with periodic rebalancing, automated tax-loss harvesting, and technology partnerships to support its investment approach.

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

Paul L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Paul La Baere is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Soaring Eagle Casino & Resort, Jets Pizza, and Central Michigan University prior to joining Hantz Financial Services in 2018. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charities, corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across various 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
View complete list of advisors at this office
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