Hantz Financial Services, Inc.
SEC-registered
Insurance-Affiliated · Large ($10B–$100B)
CRD 46047
· SEC file 801-106859
· Southfield, MI
· WWW.HANTZGROUP.COM
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ADV data as of Jul 28, 2026
- Regulatory AUM
- $10.0B
- Discretionary
- $9.0B
- Clients
- 24,070
- Avg AUM / client
- $415K
- Accounts
- 121,451
- Employees
- 435
AUM over time
$589M
$10.0B
Nov 2016
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21,201 | $5.4B | 54.2% |
| High net worth individuals | 2,423 | $4.5B | 45.0% |
| Pension and profit sharing plans | 25 | $12.7M | 0.13% |
| Charitable organizations | 230 | $15.1M | 0.15% |
| Corporations and other businesses | 191 | $48.6M | 0.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 | |
| Kongsberg Automotive, Inc. 401(k) Plan Kongsberg Automotive Inc | 2024 | |
| Credit Union One Capital Accumulation Plan Credit Union One | 2024 | |
| Rochester University Retirement Benefits Plan Rochester Christian University | 2024 |
People (400)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Russell Hantz | Shareholder | CFP | Aug 1997 (29y) | ≈ 37.5% – 75% via Hantz Group, Inc. |
| Michael Oras Reid | Senior Vp | Chartered Financial Consultant | Jun 1998 (28y) | Less than 5% |
| John Francis Machcinski | President/Secretary/Chief Compliance Officer | CFP Chartered Financial Consultant | May 1999 (27y) | Less than 5% |
| Renee Ann Yaroch | Vp/Cfo/Finop/Principal Operations Officer | Apr 2002 (24y) | Less than 5% | |
| Hantz, Kimberly Diane | Director | Feb 2006 (21y) | Less than 5% | |
| Shea, David Joseph | Director | Feb 2006 (21y) | Less than 5% | |
| Jamie Miller Racine | Senior Vp | Jan 2010 (17y) | Less than 5% | |
| Jeffery Harold Soper | Senior Vp | Chartered Financial Consultant | Jan 2010 (17y) | Less than 5% |
| John Frederick Beebe | Senior Vp | CFP | Jan 2010 (17y) | Less than 5% |
| Timothy C James | Senior Vp | Feb 2011 (15y) | Less than 5% | |
| Daniel Joseph Stevens | Senior Vp | Chartered Financial Consultant | Mar 2011 (15y) | Less than 5% |
| Garrett Arthurs Turner | Senior Vp | Jun 2012 (14y) | Less than 5% | |
| Antonio Andre Natale | Vice President Of Asset Management | Sep 2015 (11y) | Less than 5% | |
| Hantz, Lauren Christine | Director | Mar 2020 (6y) | Less than 5% | |
| Mcalear, Thomas Craig | Director | Feb 2021 (6y) | Less than 5% | |
| James Anthony Albanese | Registered representative | CFP Chartered Financial Consultant | Aug 1999 (27y) | |
| Mark Allen Bock | Registered representative | CFP Chartered Financial Consultant | Aug 1999 (27y) | |
| Robert Brennan Koeth | Registered representative | Chartered Financial Consultant | Feb 2000 (26y) | |
| Robert Craig Koeth | Registered representative | Feb 2000 (26y) | ||
| Brett Alyn Gehringer | Registered representative | Sep 2010 (16y) | ||
| Brian James Mckenna | Registered representative | Nov 2010 (16y) | ||
| Joseph Paul Mckeon | Registered representative | Nov 2010 (16y) | ||
| Kristy Jo Turnwald | Registered representative | CFP Chartered Financial Consultant | Nov 2010 (16y) | |
| Ryan Raymond Brown | Registered representative | Jan 2011 (16y) | ||
| Matthew Thomas Babcock | Registered representative | Chartered Financial Consultant | Jan 2011 (16y) | |
| Aaron C Lemanski | Registered representative | Feb 2011 (15y) | ||
| Amy Esther Lavoie | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Andrew Karl Beach | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Andrew Paul Wingert | Registered representative | Feb 2011 (15y) | ||
| Andrew Robert Scriver | Registered representative | Feb 2011 (15y) | ||
| Bradley Scott Turnwald | Registered representative | Feb 2011 (15y) | ||
| Brady Thomas Burns | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Brian James Masica | Registered representative | Feb 2011 (15y) | ||
| Brian Lee Newman | Registered representative | Feb 2011 (15y) | ||
| Candice Faye Schultz | Registered representative | Feb 2011 (15y) | ||
| Christopher Harold Pillifant | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Christopher James Kemp | Registered representative | Feb 2011 (15y) | ||
| Christopher John Wohlfert | Registered representative | Feb 2011 (15y) | ||
| Courtney Lee Ter Mors | Registered representative | Feb 2011 (15y) | ||
| Daniel William Mckenna | Registered representative | CFP | Feb 2011 (15y) | |
| David Allen Smith | Registered representative | Feb 2011 (15y) | ||
| David Gilbert Seidel | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| David Maxfield Nichols | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Donovan L Ciminelli | Registered representative | CFP | Feb 2011 (15y) | |
| Duane Alan Mccollum | Registered representative | Feb 2011 (15y) | ||
| Emily Jean Glaza | Registered representative | CFP | Feb 2011 (15y) | |
| Erin Shane Lemke | Registered representative | Feb 2011 (15y) | ||
| Ethan Christopher Davies | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Gavin Lee Klynstra | Registered representative | Feb 2011 (15y) | ||
| Hudson Dale Whitmore | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Jacki Lynn Popadich | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Janet Geisler Meredith | Registered representative | Feb 2011 (15y) | ||
| Jared Ryan Owen | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Jason Allan Vandergiessen | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Jason Conrad Crockett | Registered representative | Feb 2011 (15y) | ||
| Jason John Hall | Registered representative | Feb 2011 (15y) | ||
| Jeffrey Verne Kotikovsky | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Jessica Lynn Sherman | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Jimmey Arthur Sequin | Registered representative | Feb 2011 (15y) | ||
| Johannes Hendrik Ter Mors | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| John Thomas Soltis | Registered representative | Feb 2011 (15y) | ||
| Jonathon Blaine Chapman | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Joshua Craig Funsch | Registered representative | CFP | Feb 2011 (15y) | |
| Kathryn Strachan Sloan | Registered representative | CFP | Feb 2011 (15y) | |
| Kirsten Erika Soltis | Registered representative | Feb 2011 (15y) | ||
| Margaret Anne Cull | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Megan E Pafford | Registered representative | Feb 2011 (15y) | ||
| Melissa May James | Registered representative | Feb 2011 (15y) | ||
| Melody Jo Lazarowicz | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Michael George Addor | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Michael Joseph Murphy | Registered representative | Feb 2011 (15y) | ||
| Michael Kenneth Mcclain | Registered representative | Feb 2011 (15y) | ||
| Michael Louis Carmouche | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Michael Paul Lacombe | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Patrick Christopher Nelson | Registered representative | CFP | Feb 2011 (15y) | |
| Patrick John Drouillard | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Paul Robert Namel | Registered representative | Feb 2011 (15y) | ||
| Peter M Luther | Registered representative | Feb 2011 (15y) | ||
| Rachel Joey Nichols | Registered representative | Feb 2011 (15y) | ||
| Raquel A Rudder | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Rex Dalton Foster | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Richard Joseph Chadwick | Registered representative | CFP | Feb 2011 (15y) | |
| Robert Jon Meduna | Registered representative | Feb 2011 (15y) | ||
| Robert Matthew Mcclain | Registered representative | Feb 2011 (15y) | ||
| Ryan Jacob Kiernicki | Registered representative | Feb 2011 (15y) | ||
| Shawn Michael Macdonell | Registered representative | Chartered Financial Consultant | Feb 2011 (15y) | |
| Thomas Edward Sherman | Registered representative | Feb 2011 (15y) | ||
| Thomas Neal Devereaux | Registered representative | Feb 2011 (15y) | ||
| Timothy Jerome Lemke | Registered representative | Feb 2011 (15y) | ||
| Vincent Henry Buzolits | Registered representative | CFP Chartered Financial Consultant | Feb 2011 (15y) | |
| Thomas Michael Drouillard | Registered representative | Chartered Financial Consultant | Mar 2011 (15y) | |
| Maria Theresa Morabito | Registered representative | Apr 2011 (15y) | ||
| Kelly L Neil | Registered representative | Apr 2011 (15y) | ||
| Andrew M Schiefer | Registered representative | Apr 2011 (15y) | ||
| Richard Warner Strong | Registered representative | Apr 2011 (15y) | ||
| Barrie Eugene Rae | Registered representative | May 2011 (15y) | ||
| Matthew James Sims | Registered representative | Chartered Financial Consultant | May 2011 (15y) | |
| Jamie Lynn Urbanski | Registered representative | May 2011 (15y) | ||
| Jeremiah Thomas Morell | Registered representative | May 2011 (15y) | ||
| Marilyn Catharine Konvolinka | Registered representative | CFP | May 2011 (15y) | |
| Scott Ryan Snyder | Registered representative | May 2011 (15y) | ||
| David Wayne Bayon | Registered representative | Jun 2011 (15y) | ||
| Levi Robert Wagner | Registered representative | Jun 2011 (15y) | ||
| Jerald Lee Hanks | Registered representative | Jun 2011 (15y) | ||
| Thomas Dimitrios Papandreou | Registered representative | Jul 2011 (15y) | ||
| Susan Ann Brys | Registered representative | Aug 2011 (15y) | ||
| Ryan Thomas Racine | Registered representative | Aug 2011 (15y) | ||
| Shane Alexander Jackson | Registered representative | Sep 2011 (15y) | ||
| Kendal William Norman | Registered representative | Sep 2011 (15y) | ||
| Curtis Anthony Meyers | Registered representative | Sep 2011 (15y) | ||
| Ryan Stewart Neil | Registered representative | Sep 2011 (15y) | ||
| Kelly Sue Murray | Registered representative | Oct 2011 (15y) | ||
| Michael James Popadich | Registered representative | CFP Chartered Financial Consultant | Oct 2011 (15y) | |
| Joseph Kamal Yatouma | Registered representative | Oct 2011 (15y) | ||
| Ryan Keith King | Registered representative | Oct 2011 (15y) | ||
| Shannon Marie Myers | Registered representative | Chartered Financial Consultant | Nov 2011 (15y) | |
| Ryan Steven Ley | Registered representative | Dec 2011 (15y) | ||
| Vadim Vladimir Chernyak | Registered representative | Dec 2011 (15y) | ||
| Brian William Laurain | Registered representative | Aug 2012 (14y) | ||
| Brittany Ann Bittner | Registered representative | CFP | Sep 2012 (14y) | |
| Eric William Burt | Registered representative | Dec 2012 (14y) | ||
| Blake Alan Smith | Registered representative | CFP | Jan 2013 (14y) | |
| Erina Dinkollari | Registered representative | Jan 2013 (14y) | ||
| Rachel Judith Doutsas | Registered representative | Jan 2013 (14y) | ||
| Dustin William Rudder | Registered representative | Mar 2013 (13y) | ||
| Chad William Capp | Registered representative | May 2013 (13y) | ||
| Derek Michael Veginski | Registered representative | Jun 2013 (13y) | ||
| Patricia Louise Khoe | Registered representative | Chartered Financial Consultant | Jul 2013 (13y) | |
| Erica Sheryl Khinchuk Scheinker | Registered representative | Jul 2013 (13y) | ||
| Meghan Laura Koths | Registered representative | Jul 2013 (13y) | ||
| Kirk Ryan Pentecost | Registered representative | Aug 2013 (13y) | ||
| Patrick Edward Weller | Registered representative | Aug 2013 (13y) | ||
| Craig Edward Blasiman | Registered representative | CFP | Sep 2013 (13y) | |
| Thomas John Pellerito | Registered representative | CFP | Sep 2013 (13y) | |
| Pamela Anne Wilson | Registered representative | CFP Chartered Financial Consultant | Oct 2013 (13y) | |
| Clayton John Funnell | Registered representative | Jan 2014 (13y) | ||
| Daniel Dominic Luther | Registered representative | Jun 2014 (12y) | ||
| Joseph Adam Bixler | Registered representative | Jun 2014 (12y) | ||
| Kevin John Torresan | Registered representative | Jul 2014 (12y) | ||
| Rimoun Estifou | Registered representative | Aug 2014 (12y) | ||
| Nana Adebi Yawson | Registered representative | Aug 2014 (12y) | ||
| Steven Sean Slaughter | Registered representative | Sep 2014 (12y) | ||
| Daniel David Nelson | Registered representative | Sep 2014 (12y) | ||
| Drake Adam Chwalibog | Registered representative | Oct 2014 (12y) | ||
| Glenn Michael Stratton | Registered representative | Oct 2014 (12y) | ||
| Wesley Paul Kenny | Registered representative | CFP | Nov 2014 (12y) | |
| Robert William Mcguigan | Registered representative | Dec 2014 (12y) | ||
| Daniel Scott Super | Registered representative | May 2015 (11y) | ||
| Christopher R Schmandt | Registered representative | Jul 2015 (11y) | ||
| Jay Robert Birchmeier | Registered representative | Jul 2015 (11y) | ||
| Michael Dale Luna | Registered representative | Jul 2015 (11y) | ||
| Nicholas Edward Sequin | Registered representative | CFP | Jul 2015 (11y) | |
| Shane Tommas Seybert | Registered representative | Jul 2015 (11y) | ||
| David Wilford Johnston | Registered representative | Sep 2015 (11y) | ||
| Delmar Nicholas Hall | Registered representative | CFP | Sep 2015 (11y) | |
| Scott Timothy Hall | Registered representative | Sep 2015 (11y) | ||
| Frederick Joseph Lambert | Registered representative | Oct 2015 (11y) | ||
| Scott Randall Fredrikson | Registered representative | Nov 2015 (11y) | ||
| Ryan James Micho | Registered representative | Nov 2015 (11y) | ||
| Derek James Brondige | Registered representative | Jan 2016 (11y) | ||
| Michael Andrew Basmajian | Registered representative | Feb 2016 (10y) | ||
| Michael Alexander Martell | Registered representative | Apr 2016 (10y) | ||
| Jacob Christopher Hansen | Registered representative | Jun 2016 (10y) | ||
| Alison M Capp | Registered representative | Jul 2016 (10y) | ||
| Jordan Christopher Cater | Registered representative | Jul 2016 (10y) | ||
| Joseph Robert Gentile | Registered representative | Jul 2016 (10y) | ||
| Michael Paul Lacombe | Registered representative | CFP Chartered Financial Consultant | Aug 2016 (10y) | |
| John Thomas Vandenbosch | Registered representative | Aug 2016 (10y) | ||
| Brian E West | Registered representative | Aug 2016 (10y) | ||
| Adam John Hossink | Registered representative | Dec 2016 (10y) | ||
| Trenton Lamar Buycks | Registered representative | Dec 2016 (10y) | ||
| Jacob Thomas Junglas | Registered representative | Dec 2016 (10y) | ||
| Hunter Timothy Phipps | Registered representative | CFP | Jan 2017 (10y) | |
| Mary Ann Shaw | Registered representative | Jan 2017 (10y) | ||
| Leahmarie Lamonica | Registered representative | Jan 2017 (10y) | ||
| Ruben Lee Fowlkes | Registered representative | Jan 2017 (10y) | ||
| Brandon Michael Pinskey | Registered representative | Feb 2017 (9y) | ||
| Kevin James Klein | Registered representative | Feb 2017 (9y) | ||
| Barak Jamaal Henderson | Registered representative | CFP Chartered Financial Consultant | Feb 2017 (9y) | |
| Amy Sue Hoffman | Registered representative | Mar 2017 (9y) | ||
| David Joseph Arnold | Registered representative | CFP | Apr 2017 (9y) | |
| Noah Robert Tesoro | Registered representative | CFP | Jun 2017 (9y) | |
| Shaun Maurice Holness | Registered representative | Oct 2017 (9y) | ||
| Tyler Alan Wancket | Registered representative | Nov 2017 (9y) | ||
| Samantha Tracy Escobedo | Registered representative | Nov 2017 (9y) | ||
| Joanne Susan Rose | Registered representative | Nov 2017 (9y) | ||
| Daniel James Flannery | Registered representative | Nov 2017 (9y) | ||
| Carlie C Anderson | Registered representative | Feb 2018 (8y) | ||
| James Gerard Polisuk | Registered representative | Feb 2018 (8y) | ||
| Michael Joseph Turner | Registered representative | Apr 2018 (8y) | ||
| Michael Robert Reid | Registered representative | Jul 2018 (8y) | ||
| Cameron Kapfhamer | Registered representative | Jul 2018 (8y) | ||
| Jacob Nathanial Tragis | Registered representative | Jul 2018 (8y) | ||
| Justin Snyder | Registered representative | Aug 2018 (8y) | ||
| Bryce Barteck | Registered representative | CFP Chartered Financial Consultant | Sep 2018 (8y) | |
| Douglas Edward Blasiman | Registered representative | Nov 2018 (8y) | ||
| Samuel Brushaber | Registered representative | Nov 2018 (8y) | ||
| Michael Tucker Themm | Registered representative | Dec 2018 (8y) | ||
| Collin Scott Korte | Registered representative | Dec 2018 (8y) | ||
| Alexandrea Darlene Snyder | Registered representative | Dec 2018 (8y) | ||
| Ryan Scott Liszewski | Registered representative | Feb 2019 (7y) | ||
| Cory Michael Jansen | Registered representative | Jun 2019 (7y) | ||
| Gregory Ian Stewart | Registered representative | Jul 2019 (7y) | ||
| Thomas David Trefzger | Registered representative | Aug 2019 (7y) | ||
| Brendan James Hunt | Registered representative | Sep 2019 (7y) | ||
| Robert James Wood | Registered representative | Sep 2019 (7y) | ||
| David Freeman | Registered representative | Dec 2019 (7y) | ||
| Holly Whitney | Registered representative | Jan 2020 (7y) | ||
| Joseph Myers | Registered representative | CFA | Jan 2020 (7y) | |
| Riley Wancket | Registered representative | Jan 2020 (7y) | ||
| Matthew Robert Nelson | Registered representative | Feb 2020 (6y) | ||
| Brendan Henige | Registered representative | CFP | Mar 2020 (6y) | |
| Chad Jacob Mc Whorter | Registered representative | CFP | Jun 2020 (6y) | |
| Paul La Baere | Registered representative | Jun 2020 (6y) | ||
| Kelly Lynn Russo | Registered representative | Aug 2020 (6y) | ||
| Michael Soper | Registered representative | Aug 2020 (6y) | ||
| Brandon Benjamin Matthews | Registered representative | Sep 2020 (6y) | ||
| Nicholas Angelo Toth | Registered representative | Oct 2020 (6y) | ||
| Cameron Allen | Registered representative | Oct 2020 (6y) | ||
| Parker Jack Kubiak | Registered representative | Nov 2020 (6y) | ||
| Bryce Lipovsky | Registered representative | Jan 2021 (6y) | ||
| Nicholas James Vogel | Registered representative | Jan 2021 (6y) | ||
| Cortlin Joseph Marcinkowski | Registered representative | Feb 2021 (5y) | ||
| Ian Gappy | Registered representative | CFP | Jul 2021 (5y) | |
| Patricia Ann Scheske | Registered representative | Jul 2021 (5y) | ||
| Paige Cassidy Smola | Registered representative | Aug 2021 (5y) | ||
| Nicholas Jeffrey Elliott | Registered representative | Oct 2021 (5y) | ||
| Rachel E Long | Registered representative | CFP Chartered Financial Consultant | Nov 2021 (5y) | |
| Adam William Chrysler | Registered representative | Nov 2021 (5y) | ||
| Phillip Thomas Pelland | Registered representative | Feb 2022 (4y) | ||
| Sierra Dakota Clow | Registered representative | Mar 2022 (4y) | ||
| John D Hoesli | Registered representative | Mar 2022 (4y) | ||
| Jacob Michael Nicol | Registered representative | Mar 2022 (4y) | ||
| Selman Kanani | Registered representative | Apr 2022 (4y) | ||
| Loren Henry Del Monico | Registered representative | Apr 2022 (4y) | ||
| Deanna Jeannine Mouat | Registered representative | Chartered Financial Consultant | May 2022 (4y) | |
| Brendan Darren La Charite | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Carol Jean Cushman Cram | Registered representative | Oct 2022 (4y) | ||
| Weston Scott Powell | Registered representative | CFP | Oct 2022 (4y) | |
| Robert Michael Mazza | Registered representative | Nov 2022 (4y) | ||
| Jonathon Christopher Coe | Registered representative | CFP | Nov 2022 (4y) | |
| Brent Joseph Formosa | Registered representative | Nov 2022 (4y) | ||
| Joshua Quinn Ginepro | Registered representative | Dec 2022 (4y) | ||
| Andrew Roger Dowding | Registered representative | Jan 2023 (4y) | ||
| Ryan Christopher Laorr | Registered representative | Jan 2023 (4y) | ||
| Trevor Lee Huisken | Registered representative | Jun 2023 (3y) | ||
| Jacob Andrew Porrett | Registered representative | Jun 2023 (3y) | ||
| Douglas Andrew Temple | Registered representative | Jun 2023 (3y) | ||
| Kayla Marie Haneline | Registered representative | Jun 2023 (3y) | ||
| Gavin Thomas Patterson | Registered representative | Jun 2023 (3y) | ||
| Joshua Carr Hester | Registered representative | Jul 2023 (3y) | ||
| Brooke Popadich | Registered representative | Aug 2023 (3y) | ||
| Joseph Francis Schaefer | Registered representative | Aug 2023 (3y) | ||
| Kassem Mohamad Atwi | Registered representative | Sep 2023 (3y) | ||
| Sean Huyck | Registered representative | Sep 2023 (3y) | ||
| Woodrow Ulrich Glazer | Registered representative | Sep 2023 (3y) | ||
| Brandon Robert Wylie | Registered representative | Oct 2023 (3y) | ||
| Austin Allen Tapley | Registered representative | CFP Chartered Financial Consultant | Oct 2023 (3y) | |
| Joseph Patrick Swope | Registered representative | Oct 2023 (3y) | ||
| Paul Christian Heuschele | Registered representative | Oct 2023 (3y) | ||
| Chandler Patrick Bur Green | Registered representative | Oct 2023 (3y) | ||
| Cynthia Rene Harry | Registered representative | Nov 2023 (3y) | ||
| Konnor Alan Robinson | Registered representative | Dec 2023 (3y) | ||
| Marco Bruno Frabotta | Registered representative | Dec 2023 (3y) | ||
| Benjamin Philip Dembowski | Registered representative | Dec 2023 (3y) | ||
| Al Trashonna Roshara Dillon | Registered representative | Dec 2023 (3y) | ||
| Brendon Patrick Daly | Registered representative | Dec 2023 (3y) | ||
| Hunter Reynolds Johnston | Registered representative | Jan 2024 (3y) | ||
| Charles Zachary Crandall | Registered representative | Jan 2024 (3y) | ||
| Nicole R Manning | Registered representative | Jan 2024 (3y) | ||
| Sean Edward Klotz | Registered representative | Feb 2024 (2y) | ||
| Connor M Smith | Registered representative | Mar 2024 (2y) | ||
| Corbin Pete Andres | Registered representative | Apr 2024 (2y) | ||
| Haley Ann Hegenauer | Registered representative | Apr 2024 (2y) | ||
| Ryan Maurice Waddell | Registered representative | Apr 2024 (2y) | ||
| Connor Bryan Mac Donell | Registered representative | May 2024 (2y) | ||
| Zachary Michael Fadden | Registered representative | May 2024 (2y) | ||
| Jacob Timothy Harry | Registered representative | Jun 2024 (2y) | ||
| Nathanial David William Chambers | Registered representative | Jun 2024 (2y) | ||
| Shane Jenkins | Registered representative | Jun 2024 (2y) | ||
| Brandon Jacob Luck | Registered representative | Jul 2024 (2y) | ||
| Henry Pasho | Registered representative | Jul 2024 (2y) | ||
| Joshua Edward Hintze | Registered representative | Jul 2024 (2y) | ||
| Cody Seth Bales | Registered representative | Jul 2024 (2y) | ||
| Cameron Kyle Kessler | Registered representative | Aug 2024 (2y) | ||
| Anna Christensen | Registered representative | Aug 2024 (2y) | ||
| Mirandy Joy Myers | Registered representative | Aug 2024 (2y) | ||
| Charles Singh Godman | Registered representative | Aug 2024 (2y) | ||
| Jonathan Lee Hall | Registered representative | Sep 2024 (2y) | ||
| Jordan Elizabeth Faulkner | Registered representative | Sep 2024 (2y) | ||
| Daniel Alarie | Registered representative | Sep 2024 (2y) | ||
| Jacob Robert Chapman | Registered representative | Sep 2024 (2y) | ||
| Zachary Goran Cepo | Registered representative | Sep 2024 (2y) | ||
| Samantha Jean Cornish | Registered representative | Oct 2024 (2y) | ||
| Derek Tyler Johnston | Registered representative | Oct 2024 (2y) | ||
| Emma Martine Bielby | Registered representative | Oct 2024 (2y) | ||
| Justin Alexander Walker | Registered representative | Oct 2024 (2y) | ||
| Nathan Robert Mulder | Registered representative | Oct 2024 (2y) | ||
| Sean Derrick Kassab | Registered representative | Nov 2024 (2y) | ||
| Benjamin Anderson Piggott | Registered representative | Nov 2024 (2y) | ||
| Mark James Mc Gee | Registered representative | Nov 2024 (2y) | ||
| Richard Damen Escobedo | Registered representative | Nov 2024 (2y) | ||
| Thomas Richard Heslip | Registered representative | Nov 2024 (2y) | ||
| Tyler Conrad Zimmerman | Registered representative | Nov 2024 (2y) | ||
| Cooper Thomas Drouillard | Registered representative | Dec 2024 (2y) | ||
| Michael Benjamin Woods | Registered representative | Jan 2025 (2y) | ||
| Samuel Alden Macalpine | Registered representative | Jan 2025 (2y) | ||
| Spencer Alexander Lamotte | Registered representative | Jan 2025 (2y) | ||
| Gage Patrick Gransden | Registered representative | Jan 2025 (2y) | ||
| Timothy Jordan Wancket | Registered representative | Jan 2025 (2y) | ||
| Ryan Michael Carrier | Registered representative | Jan 2025 (2y) | ||
| Heather Marie Gosnick | Registered representative | Feb 2025 (1y) | ||
| Michael Matheson Sherman | Registered representative | Feb 2025 (1y) | ||
| Renee Maria Muccioli | Registered representative | Feb 2025 (1y) | ||
| Griffin Joseph Summers | Registered representative | Feb 2025 (1y) | ||
| Starrlin Ann Heuschele | Registered representative | Feb 2025 (1y) | ||
| Caleb Gerard Christe | Registered representative | Feb 2025 (1y) | ||
| Vincent Michael Guariniello | Registered representative | Mar 2025 (1y) | ||
| Gabriel Layne Whitaker | Registered representative | Mar 2025 (1y) | ||
| Mason Ronald Burkhart | Registered representative | Mar 2025 (1y) | ||
| Jake Raymond Tocco | Registered representative | Mar 2025 (1y) | ||
| Alexander John Calderwood | Registered representative | Mar 2025 (1y) | ||
| Cameron Lee Formsma | Registered representative | Mar 2025 (1y) | ||
| Samuel Paul Orlando | Registered representative | Mar 2025 (1y) | ||
| Amien Joseph Michael Buyssens | Registered representative | Apr 2025 (1y) | ||
| Caitlin Lacey Draper | Registered representative | Apr 2025 (1y) | ||
| Jacqueline Dimitra Kallis | Registered representative | Apr 2025 (1y) | ||
| Kayla Marie Miller | Registered representative | Apr 2025 (1y) | ||
| Mark Allen Lazarowicz | Registered representative | Apr 2025 (1y) | ||
| Quinten Tyler Perez | Registered representative | Apr 2025 (1y) | ||
| Darin Michael Aprea | Registered representative | CFP | Apr 2025 (1y) | |
| Neil Thomas Shaw | Registered representative | May 2025 (1y) | ||
| Carson Nicholas Raeder | Registered representative | May 2025 (1y) | ||
| Claudio Duhanxhiu | Registered representative | Jun 2025 (1y) | ||
| Miranda Lynn Nicholas | Registered representative | Jun 2025 (1y) | ||
| William John Sienko | Registered representative | Jun 2025 (1y) | ||
| Justin Daniel Neilson | Registered representative | Jun 2025 (1y) | ||
| Rileigh Paige Rambo | Registered representative | Jun 2025 (1y) | ||
| Daniel Macklin Flannery | Registered representative | Jun 2025 (1y) | ||
| Anthony Josef La Combe | Registered representative | Jul 2025 (1y) | ||
| Kathryn Quick | Registered representative | Jul 2025 (1y) | ||
| Corey Edward Hileman | Registered representative | Jul 2025 (1y) | ||
| Grayson Edward Miller | Registered representative | Jul 2025 (1y) | ||
| Samuel John Tomlinson | Registered representative | Jul 2025 (1y) | ||
| Samuel Robert Lasher | Registered representative | Jul 2025 (1y) | ||
| Chad Joseph Antone | Registered representative | Jul 2025 (1y) | ||
| Jacob Dylan Heuer | Registered representative | Jul 2025 (1y) | ||
| Brett Thomas Dulecki | Registered representative | Jul 2025 (1y) | ||
| Alan Palgut | Registered representative | Aug 2025 (1y) | ||
| Robert James Miller | Registered representative | Aug 2025 (1y) | ||
| Michael Christian Wisniewski | Registered representative | Aug 2025 (1y) | ||
| Kaden Michael Nowak | Registered representative | Aug 2025 (1y) | ||
| Brian Nicholas Granowicz | Registered representative | Sep 2025 (1y) | ||
| Mark Andrew Juhasz | Registered representative | Sep 2025 (1y) | ||
| Sonja Marie Crouch | Registered representative | Sep 2025 (1y) | ||
| Matthew Gregory Mitchell | Registered representative | Oct 2025 (1y) | ||
| Courtney Alexander Mcrill | Registered representative | Oct 2025 (1y) | ||
| Garrett Kevin Swan | Registered representative | Oct 2025 (1y) | ||
| Maxwell Ivan Spiess | Registered representative | Oct 2025 (1y) | ||
| David Michael Lamberjack | Registered representative | Oct 2025 (1y) | ||
| Eric Jonathan Manczyk | Registered representative | Nov 2025 (1y) | ||
| Griffin Scott Jenkinson | Registered representative | Nov 2025 (1y) | ||
| Christopher Dean Whitehead | Registered representative | Nov 2025 (1y) | ||
| Jason David Tait | Registered representative | Nov 2025 (1y) | ||
| Joshua Michael Rechsteiner | Registered representative | Nov 2025 (1y) | ||
| Christopher Daniel Riddick | Registered representative | Nov 2025 (1y) | ||
| Connor Douglas Sonnier | Registered representative | Dec 2025 (1y) | ||
| Jamie Nicole Sheppard | Registered representative | Dec 2025 (1y) | ||
| Leri Langore | Registered representative | Dec 2025 (1y) | ||
| Lucas Christoper Hayes | Registered representative | Dec 2025 (1y) | ||
| Megan Nichole Stewart | Registered representative | Dec 2025 (1y) | ||
| Christian Joseph Ramage | Registered representative | Jan 2026 (1y) | ||
| Michael Paul Mc Donnell | Registered representative | Jan 2026 (1y) | ||
| Bobbi Marie Wroblewski | Registered representative | Feb 2026 (0y) | ||
| Jack Paul Stephens | Registered representative | Feb 2026 (0y) | ||
| Sloan Jason Hargis | Registered representative | Feb 2026 (0y) | ||
| Thomas Peter Petruzzello | Registered representative | Feb 2026 (0y) | ||
| Kyle Brennen Bowerson | Registered representative | Mar 2026 (0y) | ||
| Connor Payne Butler | Registered representative | Mar 2026 (0y) | ||
| Julie Ann Wancket | Registered representative | Apr 2026 (0y) | ||
| Jakob Palmer Hopkins | Registered representative | Apr 2026 (0y) | ||
| Yuri Umanski | Registered representative | Apr 2026 (0y) | ||
| Cody Christoper Paul | Registered representative | Apr 2026 (0y) | ||
| Stephen Piccione Mc Avoy | Registered representative | Apr 2026 (0y) | ||
| Marcus Andrew Dixon | Registered representative | May 2026 (0y) | ||
| Nolan Josef Klavon | Registered representative | May 2026 (0y) | ||
| Maxxum Scott Jirgens | Registered representative | May 2026 (0y) | ||
| Derrick Scott Young | Registered representative | May 2026 (0y) | ||
| Anthony Wisam Sitto | Registered representative | May 2026 (0y) | ||
| Jake James Wohlfert | Registered representative | May 2026 (0y) | ||
| Caleb Judson Owens | Registered representative | Jun 2026 (0y) | ||
| Emily Kathryn Bride | Registered representative | Jun 2026 (0y) | ||
| Logan James Harkins | Registered representative | Jun 2026 (0y) | ||
| Gage Charles Chapin | Registered representative | Jun 2026 (0y) | ||
| Kimberly A Yaroch | Registered representative | Jun 2026 (0y) | ||
| Ella Rennie Chatfield | Registered representative | Jun 2026 (0y) | ||
| Bryce Edward Monroe | Registered representative | Jun 2026 (0y) | ||
| Sean Alexander Latham | Registered representative | Jun 2026 (0y) | ||
| Dylan Michael Menge | Registered representative | Jun 2026 (0y) | ||
| Evan John Dubay | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hantz Group, Inc. | Parent Company | Dec 1999 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Russell Hantz: 50% – 75% of Hantz Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
| Kongsberg Automotive, Inc. 401(k) Plan | Kongsberg Automotive Inc | 535 | $44.9M | 01/01/2024 |
| Credit Union One Capital Accumulation Plan | Credit Union One | 338 | $30.6M | 01/01/2024 |
| Rochester University Retirement Benefits Plan | Rochester Christian University | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.88 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $6.6B (66% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗