Davison, 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

625 South State Road

Davison MI 48423

Advisors at this office

10

Advisors at this office

user avatar

Jacob P

Series 66

Davison, MI

Hantz financial Services, Inc.

Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse range of clients, including individuals, pension plans, charitable and corporate entities, and business owners. The firm primarily provides ETF-based model portfolios complemented by third-party money managers, with a comprehensive approach that includes financial planning, wealth management, and retirement plan consulting.

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

Konnor R

Series 65

Davison, MI

Hantz financial Services, Inc.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation and two years of industry experience. He has worked at Hantz Financial Services since 2021 and previously held various positions including roles at the University of Michigan - Flint and Mott Community College. 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 financial planning and wealth management primarily through ETF-based model portfolios combined with 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

Caitlin D

Series 66

Davison, MI

Hantz financial Services, Inc.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 credential and has a diverse work background including roles in catering and education. Draper is currently employed at Hantz Financial Services and has previously worked at Sherrys Catering and the University of Michigan Flint. Hantz Financial Services, Inc. serves a broad range of clients including high-net-worth individuals, pension plans, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven tools such as 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

Megan S

Series 66

Davison, MI

Hantz financial Services, Inc.

Megan Stewart is a Series 66-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at Financial Design Strategies and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, 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 advanced technology platforms.

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

Jerald H

Series 63, Series 65

Davison, MI

Hantz financial Services, Inc.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 65 designations and having 23 years of industry experience, all with his current firm since 2003. 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 employs ETF-based model portfolios supplemented by third-party money managers and uses an asset-allocation framework combined with technology partnerships to manage and execute investment strategies.

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

Ryan K

Series 66

Davison, MI

Hantz financial Services, Inc.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts, and combines advisory, brokerage, mortgage, insurance, and private fund management activities.

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

Corbin A

Series 66

Davison, MI

Hantz financial Services, Inc.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. His work history includes roles at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing 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

Jeremiah M

Series 63, Series 66

Davison, MI

Hantz financial Services, Inc.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz Financial Services since 2002. 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, retirement plan consulting, and brokerage, mortgage, and insurance distribution through affiliated entities. The firm’s investment approach includes ETF-based model portfolios supplemented by third-party managers and employs technology-driven 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

Joshua R

Series 66

Davison, MI

Hantz financial Services, Inc.

Joshua Rechsteiner is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 credential and has a diverse background that includes roles in contracting, automotive sales, and college employment. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios combined with third-party managers and technology-driven strategies, offering a range of 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
user avatar

Brendan H

CFP®, Series 66

Davison, MI

Hantz financial Services, Inc.

Brendan Henige is a CFP® with six years of industry experience currently advising at Hantz Financial Services, Inc. in Davison, MI. He has worked at Hantz Financial Services since 2019 and previously held roles at Hantz Tax and Business, Nexteer Automotive, and Delta College. 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 employs ETF-based model portfolios combined with third-party managers and Direct Indexing, integrating technology and a multi-product platform to deliver comprehensive financial planning and wealth management services.

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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