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Jakob Palmer Hopkins

Investment Adviser Representative at Hantz Financial Services, Inc.

Sault Ste. Marie, MICRD #8149451Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

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

Jakob Palmer Hopkins is an investment adviser representative with Hantz Financial Services, Inc. in Sault Ste. Marie, 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

320 Ashmun Street
Sault Ste. Marie, MI 49783

Advisors at this office: 9

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:
1 state or territory

Michigan

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 4/1/2026
Series 7
General Securities Representative Examination
Passed 2/18/2026
SIE
Securities Industry Essentials Examination
Passed 10/9/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hantz Financial Services, Inc.Current
4/7/2026 – Sault Ste. Marie, 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. Hantz Financial Services
    Jul 2025 – no end date reportedSouthfield, MI
  2. The Wicked Sister
    Jun 2017 – Aug 2025Sault Ste Maire, MI
  3. Usmcr
    Jun 2019 – Jun 2025Lansing, MI
  4. LSSU
    Jan 2020 – May 2025Sault Ste Marie, MI
  5. Sault Area High School
    Sep 2015 – Jun 2019Sault Ste Marie, 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

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

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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. Jakob Palmer Hopkins 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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Jakob Palmer Hopkins (Hantz Financial Services)