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BJ

Brandon Jacob Luck

Investment Adviser Representative at Hantz Financial Services, Inc.

Traverse City, MICRD #7859250Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Jacob Luck is an investment adviser representative with Hantz Financial Services, Inc. in Traverse City, MI, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.

Office

924 E. Eighth Street
Traverse City, MI 49686

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
6 states and territories

Colorado, Florida, Maryland, Michigan, North Carolina, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/1/2024
Series 7
General Securities Representative Examination
Passed 5/11/2024
SIE
Securities Industry Essentials Examination
Passed 2/16/2024
Series 24
General Securities Principal Examination
Passed 3/11/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hantz Financial Services, Inc.Current
7/3/2024 – Traverse City, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Jan 2014 – Jan 2018Aurora, CO
  2. Molran Ridge
    Jan 2018 – Sep 2018Aurora, CO
  3. Costa Vida
    Sep 2018 – Dec 2018Rexburg, ID
  4. Dynata
    Sep 2019 – Apr 2020Rexburg, ID
  5. Amazon
    May 2020 – Sep 2020Aurora, CO
  6. Melalevca
    Sep 2020 – Sep 2023Rexburg, ID
  7. Critter Control
    Sep 2023 – Sep 2023Traverse City, MI
  8. Unemployed
    Sep 2023 – Dec 2023Williamsburg, MI
  9. Hantz Financial Services
    Jan 2024 – no end date reportedSouthfield, MI
  10. Unemployed
    Jan 2019 – Aug 2019Aurora, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Hantz Financial Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tax planning, property & casualty insurance, life/long-term care/disability insurance, lending strategies, cash flow analysis, estate planning, financial planning, and asset management

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Tax PlanningEstate PlanningFinancial PlanningAsset ManagementCash Flow AnalysisLending StrategiesProperty & Casualty InsuranceLife InsuranceLong-term Care InsuranceDisability InsuranceHolistic Financial Planning+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
391
Offices listed on AdvisorFinder:
20
Main office:
Southfield, MI
SEC file number:
801-106859

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

Other advisors at Hantz Financial Services, Inc.

Showing 12 of 391 in the directory

View Hantz Financial Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Jacob Luck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brandon Jacob Luck (Hantz Financial Services)