Mt. Pleasant, MI Office

Team
Updated today

Client AUM

$9,924,046,578

Clients

23,624

Advisors

9

Of 400 advisors across 23 offices

Location

2185 E. Pickard, Suite A

Mt. Pleasant MI 48858

Advisors at this office

9

Advisors at this office

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Maxwell S

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Maxwell Spiess 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 at Mallory Building, Family Farm and Home, Central Michigan University, and Ovid-Elise High School. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by affiliated financial and consulting businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William S

Series 65

Mt. Pleasant, MI

Hantz financial Services, Inc.

William Sienko is a financial advisor at Hantz Financial Services, Inc. based in Mt. Pleasant, MI. He holds a Series 65 designation and has been with Hantz Financial Services since 2020. His prior work experience includes roles at Northwood University, McDonald's, Apple Mountain, and several other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning and advisory services alongside affiliated banking, tax, insurance, and mortgage businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wesley K

CFP®, Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Wesley Kenny is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2014. He holds the Series 66 designation and is based in Mt. Pleasant, Michigan. Outside of his advisory role, he volunteers as the Secretary and a Council Member at St. Paul’s Evangelical Lutheran Church in Remus, Michigan. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a broad range of financial planning, wealth management, and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul H

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Paul Heuschele is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Goldman Advisors Group and has diverse experience in various roles outside finance, including landscaping and marketing. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and model-based ETF strategies with an emphasis on diversified, ETF-centered portfolios and tax-aware implementations.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan L

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Ryan Ley is a financial advisor at Hantz Financial Services, Inc. in Mt. Pleasant, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Michael Mc Donnell is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Hantz, he worked at Financial Marketing Group Inc and has a background including education at Michigan State University. Hantz Financial Services, Inc. serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm employs diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates, and offers services such as financial planning, wealth management, retirement plan consulting, and mortgage brokerage through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cynthia H

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Cynthia Harry is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked in academic roles at Indiana Wesleyan University and Montcalm Community College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and provides a range of financial planning, portfolio management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shane J

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Shane Jenkins is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwood University, Northwestern Mutual, Mid Michigan College, Menards, and Rogers Athletics. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside managed accounts and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax consulting, and insurance capabilities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher W

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Christopher Whitehead is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience in education and retail sectors, including roles at Northwood University and Whitheads Fresh Produce. Hantz Financial Services, Inc. serves individual investors, corporations, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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