Traverse City, 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

396

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. is an enterprise investment adviser and registered broker‑dealer that serves individual investors (including high‑net‑worth and non‑HNW clients), corporate and retirement plan sponsors through a multi‑advisor platform managing roughly $10 billion in client assets. The firm offers financial planning, portfolio and wealth management, retirement plan consulting, model‑based ETF strategies, separately managed and unified managed accounts, and also provides mortgage brokerage and insurance services through affiliated agencies.

The firm’s investment process emphasizes diversified, ETF‑centered model portfolios (Dynamic, Active, and Index “Gears”), asset allocation, and periodic rebalancing, supplemented by access to third‑party SMA managers and tax‑aware implementations such as direct indexing with automated tax‑loss harvesting. HFSI operates with both discretionary and non‑discretionary mandates, uses a turnkey platform for trade execution and reconciliation, and has begun using a generative AI tool to aggregate and analyze client data to inform advice and planning.

What distinguishes Hantz from many peers is its breadth of affiliated financial activities and vendor relationships: it operates as a broker‑dealer, originates mortgages, maintains insurance and pension/retirement consulting affiliates, and has a trust‑bank affiliate, while also advising a private fund vehicle that may charge carried interest. The firm discloses and documents these commercial relationships — including minority investments in technology vendors, a convertible‑note marketing relationship with a third‑party retirement manager, and proxy‑voting practices for certain model portfolios — and describes policies intended to address the attendant conflicts of interest.

Based on Hantz financial Services, Inc.

Expertise

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

Based on Hantz financial Services, Inc.

Occupation focus

Founder/Business Owner Executive

Based on Hantz financial Services, Inc.

Location

924 E. Eighth Street

Traverse City MI 49686

Advisors at this office

4

Advisors at this office

user avatar

Amien B

Series 66

Traverse City, MI

Hantz financial Services, Inc.

Amien Buyssens is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held various roles in education and local business prior to joining Hantz Financial Services. 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 wealth management, retirement-plan advisory, and fiduciary services, supported by an array of 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
user avatar

Justin N

Series 63, Series 65

Traverse City, MI

Hantz financial Services, Inc.

Justin Neilson is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at Hantz Financial Services since 2020 and previously held positions at Limitless Investment and Capital, Northwood University, North and Kidd, Southwestern Michigan College Soccer, and Delta College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of investment strategies focused on diversified, ETF-centered model portfolios.

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

Brandon L

Series 66

Traverse City, MI

Hantz financial Services, Inc.

Brandon Luck is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, his work history includes roles at various companies such as Melalevca and Amazon. 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, portfolio management, and fiduciary services, supported by affiliated entities including a state-chartered trust bank and in-house tax 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
user avatar

Samuel O

Series 66

Traverse City, MI

Hantz financial Services, Inc.

Samuel Orlando III is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Maxar, SAIC, Booz Allen Hamilton, and SAIC Engility. Outside of his advisory work, he serves as Head Coach for the Select Team at Lakeshore Soccer Club. 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 supplemented by separately managed accounts and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and insurance operations.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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