Unclaimed Profile

Daniel Joseph Stevens

HANTZ FINANCIAL SERVICES, INC.·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 66ChFCClean record15 years registeredHANTZ FINANCIAL SERVICES, INC.

26200 AMERICAN DRIVE, SOUTHFIELD, MI 48034CRD# 5868523Firm CRD# 46047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Stevens · SOUTHFIELD, MI

Registration

CRD #5868523 · HANTZ FINANCIAL SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

HANTZ FINANCIAL SERVICES, INC.

Mar 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 16, 2011

Years registered · 15

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HANTZ FINANCIAL SERVICES, INC.

CRD 46047 · SEC 801-106859

AUM

$6.4B

Regulatory assets under management

Employees

370

112,547 client accounts

Services offered by HANTZ FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HANTZ FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Stevens offer?

Daniel Joseph Stevens specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Daniel Joseph Stevens's credentials?

Daniel Joseph Stevens holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Joseph Stevens located?

Daniel Joseph Stevens is based in SOUTHFIELD, Michigan, working with HANTZ FINANCIAL SERVICES, INC.. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Daniel Joseph Stevens charge for services?

Daniel Joseph Stevens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANTZ FINANCIAL SERVICES, INC.?

HANTZ FINANCIAL SERVICES, INC. has approximately 370 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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