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AL
CFP · ChFC
AL
CFP · ChFC

Amy Esther Lavoie

Hantz Financial Services, INC.
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningBusiness Owners
Hantz Financial Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

Fee Structure

Location

2400 Green Road, Ann Arbor, MI, 48105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hantz Financial Services, INC.
February 2011 - Present · 15 yrs
Hantz Financial Services, INC.Broker
June 2004 - Present · 21 yrs 8 mos
State Registrations26 states
ALAZCACOFLGAILINLAMAMIMONCNHNYOHOKORPASCSDTXUTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.