AC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B
Fee Structure
This firm offers financial planning services, investment portfolio management, and retirement plan services. The fees for these services are not listed in this brochure. Please contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
2603 W. Wackerly Road, Suite 100, Midland, MI, 48640
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Alison is an owner and independent consultant for Rodan & Fields, selling skin care products. She spends about 10-20% of her time recruiting customers, placing orders, and hosting promotional events.
Employment History
Current Registrations
Hantz Financial Services, INC.
July 2016 - Present · 9 yrs 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.