AdFi
HF

HANTZ FINANCIAL SERVICES, INC.

SEC Registered

Creating inspiring financial outcomes for busy professionals and active retirees with our holistic approach

SOUTHFIELD, MIhttps://hantzgroup.com248-304-2855
Assets Under Management
$5B–$25B
Employees
435
Office Locations
20 offices
Total Accounts
121451

About the firm

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. For the individual, they offer a Family Office of services tailored to needs and goals, ranging from cash flow analysis and lending strategies to insurance, investments and tax planning.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Tax PlanningEstate PlanningFinancial PlanningAsset ManagementCash Flow AnalysisLending StrategiesProperty & Casualty InsuranceLife InsuranceLong-term Care InsuranceDisability InsuranceHolistic Financial Planning+1 more

Services

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

Private funds / alternatives
Private Equity

Who they serve

Busy professionals, active retirees, individuals, and businesses

Client segmentClientsAssets managed
Individuals (Non-HNW)21,201$5.4B
High Net Worth Individuals2,423$4.5B
Charitable Organizations25$13M
State/Municipal Entities230

1,861 total clients reported on Form ADV.

Leadership

Michael Oras Reid
SENIOR VP
Renee Ann Yaroch
VP/CFO/FINOP
John Francis Machcinski
PRESIDENT/SECRETARY
Lisa Carmella Mc Clain
SENIOR VP
Edward Erwin Jr Vettel
CCO
John Frederick Beebe
SENIOR VP
Duane Alan Mccollum
SENIOR VP
Charles Frank Tourangeau
SENIOR VP
Jeffery Harold Soper
SENIOR VP
Jamie Miller Racine
SENIOR VP
Debra Ann Dombeck
CHIEF OPERATING OFFICER
Inc. Hantz Group
PARENT COMPANY
John Russell Hantz
SHAREHOLDER
John Russell Hantz
DIRECTOR
George W Gregory
DIRECTOR
Kimberly Diane Hantz
DIRECTOR
David Joseph Shea
DIRECTOR
Timothy C James
DISTRICT MANAGER

Office locations

20 offices in 2 states
MI
SOUTHFIELDHQ
MI
ANN ARBOR
MI
SAGINAW
MI
CLINTON TOWNSHIP
MI
TRAVERSE CITY
MI
BAY CITY
MI
GRANDVILLE
OH
MAUMEE
MI
DAVISON
OH
INDEPENDENCE
MI
OKEMOS
MI
MARQUETTE
MI
MIDLAND
MI
ROMEO
MI
SAULT STE. MARIE
MI
TECUMSEH
OH
WILLOUGHBY
MI
TAYLOR
MI
CANTON
MI
MT. PLEASANT

Advisors at this firm

Showing 100 of 391

Michael George Addor
Investment Adviser Representative
Dual-registered
Daniel Alarie
Investment Adviser Representative
Investment Adviser Rep
James Anthony Albanese
Investment Adviser Representative
Dual-registered
Cameron Allen
Investment Adviser Representative
Investment Adviser Rep
Carlie C Anderson
Investment Adviser Representative
Dual-registered
Corbin Pete Andres
Investment Adviser Representative
Dual-registered
Chad Joseph Antone
Investment Adviser Representative
Dual-registered
Darin Michael Aprea
Investment Adviser Representative
Dual-registered
David Joseph Arnold
Investment Adviser Representative
Dual-registered
Kassem Mohamad Atwi
Investment Adviser Representative
Dual-registered
Matthew Thomas Babcock
Investment Adviser Representative
Dual-registered
David Wayne Bayon
Investment Adviser Representative
Dual-registered
John Frederick Beebe
Investment Adviser Representative
Dual-registered
Emma Martine Bielby
Investment Adviser Representative
Dual-registered
Jay Robert Birchmeier
Investment Adviser Representative
Dual-registered
Craig Edward Blasiman
Investment Adviser Representative
Dual-registered
Emily Kathryn Bride
Investment Adviser Representative
Dual-registered
Derek James Brondige
Investment Adviser Representative
Investment Adviser Rep
Ryan Raymond Brown
Investment Adviser Representative
Dual-registered
Mason Ronald Burkhart
Investment Adviser Representative
Dual-registered
Brady Thomas Burns
Investment Adviser Representative
Dual-registered
Eric William Burt
Investment Adviser Representative
Dual-registered
Vincent Henry Buzolits
Investment Adviser Representative
Dual-registered
Cody Seth Bales
Investment Adviser Representative
Dual-registered
Bryce Barteck
Investment Adviser Representative
Dual-registered
Michael Andrew Basmajian
Investment Adviser Representative
Dual-registered
Andrew Karl Beach
Investment Adviser Representative
Dual-registered
Brittany Ann Bittner
Investment Adviser Representative
Dual-registered
Joseph Adam Bixler
Investment Adviser Representative
Dual-registered
Douglas Edward Blasiman
Investment Adviser Representative
Investment Adviser Rep
Mark Allen Bock
Investment Adviser Representative
Dual-registered
Kyle Brennen Bowerson
Investment Adviser Representative
Dual-registered
Samuel Brushaber
Investment Adviser Representative
Dual-registered
Susan Ann Brys
Investment Adviser Representative
Dual-registered
Connor Payne Butler
Investment Adviser Representative
Dual-registered
Trenton Lamar Buycks
Investment Adviser Representative
Dual-registered
Amien Joseph-Michael Buyssens
Investment Adviser Representative
Dual-registered
Chad William Capp
Investment Adviser Representative
Investment Adviser Rep
Michael Louis Carmouche
Investment Adviser Representative
Dual-registered
Jordan Christopher Cater
Investment Adviser Representative
Dual-registered
Zachary Goran Cepo
Investment Adviser Representative
Dual-registered
Richard Joseph Chadwick II
Investment Adviser Representative
Dual-registered
Nathanial David-William Chambers
Investment Adviser Representative
Dual-registered
Gage Charles Chapin
Investment Adviser Representative
Dual-registered
Jacob Robert Chapman
Investment Adviser Representative
Dual-registered
Jonathon Blaine Chapman
Investment Adviser Representative
Dual-registered
Vadim Vladimir Chernyak
Investment Adviser Representative
Dual-registered
Donovan L Ciminelli
Investment Adviser Representative
Dual-registered
Jonathon Christopher Coe
Investment Adviser Representative
Dual-registered
Samantha Jean Cornish
Investment Adviser Representative
Dual-registered
Charles Zachary Crandall II
Investment Adviser Representative
Dual-registered
Jason Conrad Crockett
Investment Adviser Representative
Dual-registered
Alexander John Calderwood
Investment Adviser Representative
Dual-registered
Alison M Capp
Investment Adviser Representative
Investment Adviser Rep
Ryan Michael Carrier
Investment Adviser Representative
Dual-registered
Ella Rennie Chatfield
Investment Adviser Representative
Dual-registered
Caleb Gerard Christe
Investment Adviser Representative
Dual-registered
Anna Christensen
Investment Adviser Representative
Investment Adviser Rep
Adam William Chrysler
Investment Adviser Representative
Dual-registered
Drake Adam Chwalibog
Investment Adviser Representative
Dual-registered
Sierra Dakota Clow
Investment Adviser Representative
Dual-registered
Sonja Marie Crouch
Investment Adviser Representative
Dual-registered
Margaret Anne Cull
Investment Adviser Representative
Dual-registered
Carol Jean Cushman Cram
Investment Adviser Representative
Dual-registered
Ethan Christopher Davies
Investment Adviser Representative
Dual-registered
Thomas Neal Devereaux
Investment Adviser Representative
Dual-registered
Erina Dinkollari
Investment Adviser Representative
Dual-registered
Rachel Judith Doutsas
Investment Adviser Representative
Dual-registered
Patrick John Drouillard
Investment Adviser Representative
Dual-registered
Thomas Michael Drouillard
Investment Adviser Representative
Dual-registered
Brendon Patrick Daly
Investment Adviser Representative
Dual-registered
Loren Henry Delmonico
Investment Adviser Representative
Dual-registered
Benjamin Philip Dembowski
Investment Adviser Representative
Dual-registered
Altrashonna Roshara Dillon
Investment Adviser Representative
Investment Adviser Rep
Marcus Andrew Dixon
Investment Adviser Representative
Dual-registered
Andrew Roger Dowding
Investment Adviser Representative
Dual-registered
Caitlin Lacey Draper
Investment Adviser Representative
Dual-registered
Cooper Thomas Drouillard
Investment Adviser Representative
Dual-registered
Evan John Dubay
Investment Adviser Representative
Dual-registered
Claudio Duhanxhiu
Investment Adviser Representative
Dual-registered
Brett Thomas Dulecki
Investment Adviser Representative
Investment Adviser Rep
Richard Damen Escobedo
Investment Adviser Representative
Dual-registered
Samantha Tracy Escobedo
Investment Adviser Representative
Dual-registered
Rimoun Estifou
Investment Adviser Representative
Dual-registered
Nicholas Jeffrey Elliott
Investment Adviser Representative
Dual-registered
Rex Dalton Foster
Investment Adviser Representative
Dual-registered
Ruben Lee Fowlkes
Investment Adviser Representative
Investment Adviser Rep
Scott Randall Fredrikson
Investment Adviser Representative
Dual-registered
Clayton John Funnell
Investment Adviser Representative
Dual-registered
Joshua Craig Funsch
Investment Adviser Representative
Dual-registered
Zachary Michael Fadden
Investment Adviser Representative
Dual-registered
Jordan Elizabeth Faulkner
Investment Adviser Representative
Dual-registered
Daniel Macklin Flannery
Investment Adviser Representative
Dual-registered
Daniel James Flannery
Investment Adviser Representative
Dual-registered
Brent Joseph Formosa
Investment Adviser Representative
Dual-registered
Cameron Lee Formsma
Investment Adviser Representative
Dual-registered
Marco Bruno Frabotta
Investment Adviser Representative
Investment Adviser Rep
David Freeman
Investment Adviser Representative
Investment Adviser Rep
Emily Jean Glaza
Investment Adviser Representative
Dual-registered
Heather Marie Gosnick
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#46047
SEC Number
801-106859
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based

Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HANTZ FINANCIAL SERVICES, INC. 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 the SEC or FINRA websites before making any decision.

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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