Allan Patrick Wakkuri

Hantz Financial Services, INC.

2 Years of Experience

Broker

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

228 West Washington St, Marquette, MI, 49855

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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.

Employment History

Current Registrations

Hantz Financial Services, INC.

May 2023 - Present · 2 yrs 9 mos

Hantz Financial Services, INC.Broker

February 2023 - Present · 3 yrs

State Registrations7 states

ILINMINMVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.