TrueAdvisor
TrueAdvisor
AH
AH

Amy Sue Hoffman

Hantz Financial Services, INC.
9 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

24668 Hall Road, Clinton Township, MI, 48036

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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.
March 2017 - Present · 8 yrs 11 mos
Hantz Financial Services, INC.Broker
October 2016 - Present · 9 yrs 4 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.