Grandville, 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

2876 28th Street S.W.

Grandville MI 49418

Advisors at this office

22

Advisors at this office

user avatar

Ella C

Series 66

Grandville, MI

Hantz financial Services, Inc.

Ella Chatfield is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Her background includes roles in education at multiple schools and involvement with Velocity Nutrition. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, combining advisory, broker-dealer, 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

Mark L

Series 66

Grandville, MI

Hantz financial Services, Inc.

Mark Lazarowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience, including 27 years at WelchDry and 2 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual, high-net-worth, pension, profit-sharing, charitable, corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing, as well as 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

David A

CFP®, Series 66

Grandville, MI

Hantz financial Services, Inc.

David Arnold is a CFP® with nine years of industry experience and has been with Hantz Financial Services, Inc. since 2016. He previously worked at Saginaw Valley State University for one year. Hantz Financial Services, Inc. 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 provides financial planning, portfolio and wealth management using ETF-based model portfolios, third-party SMAs, and retirement plan consulting, combining advisory and broker-dealer activities along with mortgage and insurance product sales.

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

Zachary F

Series 66

Grandville, MI

Hantz financial Services, Inc.

Zachary Fadden 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. Zachary has prior experience spanning roles in education and various service industries. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers and employs technology-driven investment and advisory solutions.

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

Grandville, MI

Hantz financial Services, Inc.

Ryan Kiernicki is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2009. Kiernicki serves as Treasurer for the local Lansing chapter of Junior Chamber International, managing budgeting and board duties for the nonprofit. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory services with broker-dealer, mortgage, and insurance product sales.

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

Duane M

Series 63, Series 65

Grandville, MI

Hantz financial Services, Inc.

Duane Mccollum is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2001. 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 across various risk levels, supplemented by third-party managers and unified managed accounts, and offers a combination 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

Trevor H

Series 66

Grandville, MI

Hantz financial Services, Inc.

Trevor Huisken is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. prior to joining Hantz. Hantz Financial Services, Inc. serves 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 primarily through ETF-based model portfolios supplemented by third-party managers, and offers 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

Gavin K

Series 63, Series 65

Grandville, MI

Hantz financial Services, Inc.

Gavin Klynstra is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2007. 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 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 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

Benjamin S

Series 66

Grandville, MI

Hantz financial Services, Inc.

Benjamin Schollett is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2026. Prior to joining Hantz, he worked at Northwestern Mutual and has experience in education and design. Hantz Financial Services serves a diverse client base including 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 managers and automated tax-loss harvesting, and combines advisory, broker-dealer, 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

Derek B

Series 65

Grandville, MI

Hantz financial Services, Inc.

Derek Brondige is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been associated with Hantz Tax and Business since 2015. Hantz Financial Services, Inc. serves individual clients, 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, supplemented by third-party managers and unified managed accounts, and offers a combination of advisory, broker-dealer, 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

Darin A

CFP®, Series 66

Grandville, MI

Hantz financial Services, Inc.

Darin Aprea is a CFP® and Series 66-registered advisor with Hantz Financial Services, Inc., based in Grandville, MI. He has two years of industry experience and previously worked at Michigan State University and Traverse City Country Club. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing 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 and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities.

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

Zachary W

Series 66

Grandville, MI

Hantz financial Services, Inc.

Zachary Wilson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at the University of Alabama and Tommy's Express, as well as experience at West Michigan Aviation Academy and Vanguard Charter Academy. Hantz Financial Services serves a diverse client base including individual, corporate, and nonprofit clients, providing financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs advanced technologies such as AI-assisted data aggregation and automated tax-loss harvesting.

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

Tyler Z

Series 66

Grandville, MI

Hantz financial Services, Inc.

Tyler Zimmerman 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 educational roles including positions at Grand Valley State University and Fruitport High School. Outside of his advisory role, he manages an income-generating property. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management focused on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology solutions.

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

Nathan M

Series 66

Grandville, MI

Hantz financial Services, Inc.

Nathan Mulder is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Nortech Systems Inc. and Vinocopia. Hantz Financial Services serves a wide range of clients including individuals, pension plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios and integrates third-party money managers and technology platforms such as Direct Indexing and AI-assisted client 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

David B

Series 63, Series 65

Grandville, MI

Hantz financial Services, Inc.

David Bayon is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Hantz Financial throughout his career since 2005. 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 within its enterprise structure.

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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