Brandon
Matthews

Hantz Financial Services, Inc

CRD#7218735
Investment Advisor
in Canton, MI

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About this Advisor

Brandon Matthews is a financial advisor working in Canton, Michigan who has 3 years of industry experience. Matthews is on the advisory team at Hantz Financial Services, Inc. Over the course of their career, they have held roles at Detroit County Day Upper, Canzano Management, Albion College, Green Cut Lawn Services, Level One Bank and Hantz Financial Services. Matthews maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Michigan. Hantz Financial Services, Inc is a financial advisory company operating out of Southfield, MI. The company has offices in 19 locations and a total of 355 people on staff. It handles $5 billion in assets across its 90,199 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 198 charitable organizations. Of its 90,199 client accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in investable assets. Hantz Financial Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fee types billed by Hantz Financial Services, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

44520 Michigan Avenue
Canton, MI 48188

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Hantz Financial Services, Inc Brokerage Details

Total Assets Under Management

$4,901,997,615

MI Average: $943,424,332
Total Number of Employees

355

MI Average: 21
Total Number of Accounts

90,199

MI Average: 1,586
Average Account Size

$54,346

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brandon Matthews Work History

Brandon has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Hantz Financial Services

2019 - 2019 (< 1 year)

Albion College

2019 - 2019 (< 1 year)

Level One Bank

2018 - 2019 (1 year)

Albion College

2017 - 2019 (2 years)

Green Cut Lawn Services

2016 - 2016 (< 1 year)

Canzano Management

2016 - 2019 (3 years)

Albion College

2012 - 2016 (4 years)

Detroit County Day Upper

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Matthews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hantz Financial Services, Inc

Destiny Bullard
Marquette, MI
Meghan Koths
Taylor, MI
Dustin Rudder
Southfield, MI
Joanne Rose
Midland, MI
Jay Birchmeier
Southfield, MI
Kevin Torresan
Clinton Township, MI
Michael Turner
Ann Arbor, MI
Jordan Cater
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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