Jake James Wohlfert
Investment Adviser Representative at Hantz Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jake James Wohlfert is an investment adviser representative with Hantz Financial Services, Inc. in Ann Arbor, MI, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 36
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hantz Financial ServicesJun 2025 – no end date reportedSouthfield, MI
- Tropical Smoothie CafeMay 2023 – May 2024Hartland, MI
- TargetOct 2024 – Jan 2025Fenton, MI
- Tropical Smoothie CafeFeb 2025 – Jul 2025Hartland, MI
- Andrew G Schmidt Middle SchoolJan 2016 – Aug 2017Fenton, MI
- Hartland High SchoolAug 2017 – May 2021Hartland, MI
- Heidelberg UniversityAug 2021 – Dec 2022Tiffin, OH
- Macomb Community CollegeDec 2022 – May 2024Warren, MI
- University of Michigan - FlintAug 2024 – no end date reportedFlint, MI
- UnemployedJun 2021 – Jul 2021Fenton, MI
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
Client types the firm serves
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 profileOther advisors at Hantz Financial Services, Inc.
Showing 12 of 391 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jake James Wohlfert 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.
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