Mt. Pleasant, 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

2185 E. Pickard, Suite A

Mt. Pleasant MI 48858

Advisors at this office

9

Advisors at this office

user avatar

Maxwell S

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Maxwell Spiess is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Mallory Building and Family Farm and Home, as well as at Central Michigan University and Ovid-Elise High School. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers and employs an asset-allocation framework with tools such as automated tax-loss harvesting and unified managed accounts.

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

William S

Series 65

Mt. Pleasant, MI

Hantz financial Services, Inc.

William Sienko is a financial advisor at Hantz Financial Services, Inc. in Mt. Pleasant, MI, holding a Series 65 designation with one year of industry experience. His work history includes roles at Northwood University, McDonalds, Apple Mountain, and Delta College. 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 multiple risk levels, supplemented by third-party 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

Wesley K

CFP®, Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Wesley Kenny is a CFP® with 12 years of industry experience, currently serving at Hantz Financial Services, Inc. in Mt. Pleasant, MI, where he has worked since 2014. He is a volunteer church council member and secretary at St. Paul's Evangelical Lutheran Church in Remus, Michigan. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, corporate, charitable, and pension plans, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes various technology and partner relationships to support its investment and client service approach.

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

Paul H

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Paul Heuschele is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Advisors Group. Outside of finance, he has worked in various roles including landscaping and marketing. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, utilizes third-party money managers, and integrates technology-driven solutions such as Direct Indexing and AI-assisted data aggregation 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

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 15 years of industry experience. He has been with Hantz Financial Services since 2011. 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 provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, employing a combination of advisory, broker-dealer, mortgage, and insurance services under one enterprise structure.

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

Michael M

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Michael Mc Donnell is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services in 2025, he worked at Financial Marketing Group Inc and has educational experience from Michigan State University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, 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

Cynthia H

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Cynthia Harry is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and three years of industry experience. Her background includes roles in higher education at Indiana Wesleyan University and Montcalm Community College. Hantz Financial Services serves a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting options.

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

Shane J

Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Shane Jenkins is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years 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 individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions such as 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

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 previously worked at Northwood University and in various roles outside the financial industry, including at BlockCo Pool and Spa and Recker Motorsports. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios supplemented by third-party managers, and it combines advisory and broker-dealer services 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
View complete list of advisors at this office
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