Romeo, MI Office
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Hantz financial Services, Inc.
Enterprise
Firm-wide stats for Hantz financial Services, Inc.
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
Based on Hantz financial Services, Inc.
Location
125 West Lafayette
Romeo MI 48065
Advisors at this office
5
Advisors at this office
Michael R
Series 66
Romeo, MI
Hantz financial Services, Inc.
Michael Reid is a financial advisor at Hantz Financial Services, Inc. in Romeo, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party money managers and Direct Indexing, and operates a unique structure combining advisory, broker-dealer, mortgage, and insurance services.
Michael M
Series 63
Romeo, MI
Hantz financial Services, Inc.
Michael Mcclain is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 34 years of industry experience, including 27 years with Hantz. Outside of his advisory role, he is a partner in A&M Site Management, LLC, a commercial property management business. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combined with brokerage, mortgage, and insurance services provided through affiliated entities.
Brian M
Series 63, Series 65
Romeo, MI
Hantz financial Services, Inc.
Brian Masica is a financial consultant at Hantz Financial Services, Inc. with 18 years of experience. He holds Series 63 and Series 65 licenses and has been with Hantz since 2008. 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 uses ETF-based model portfolios combined with third-party managers and technology-driven solutions to deliver financial planning and wealth management.
Thomas P
Series 66
Romeo, MI
Hantz financial Services, Inc.
Thomas Papandreou is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Hantz Financial Services in 2011, he worked at Country Chef for 11 years. Hantz Financial Services serves individual clients, 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 it combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.
Cortlin M
Series 66
Romeo, MI
Hantz financial Services, Inc.
Cortlin Marcinkowski is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. His prior experience includes roles at Credit Union One, Hantz Bank, Oakland University, and Suburban Ice Macomb. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, 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 integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.
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