Cameron
Allen

Hantz Financial Services, Inc

CRD#6907830
Investment Advisor
in Canton, MI

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About this Advisor

Cameron Allen is a financial advisor based in Canton, Michigan who has 3 years of relevant experience. Allen is an advisor for Hantz Financial Services, Inc. Throughout their career, Allen has worked at Adrian High School, Steak N Shake, Oakland University, Saginaw Valley State University, Fabiano Brothers and Hantz Tax And Business. Allen holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Michigan. Hantz Financial Services, Inc is a firm based in Southfield, MI. The firm has offices in 19 locations and a total of 355 advisors. It administers $5 billion in assets across its 90,199 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 198 charitable organizations. Of its 90,199 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides 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 largely vary depending on which services are provided. Fee types billed by Hantz Financial Services, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

Cameron Allen Work History

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

2019 - Present (5 years)

Hantz Tax And Business

2015 - 2018 (3 years)

Saginaw Valley State University

2015 - 2017 (2 years)

Fabiano Brothers

2015 - 2019 (4 years)

Hantz Tax And Business

2013 - 2014 (1 year)

Steak N Shake

2013 - 2015 (2 years)

Oakland University

2010 - 2013 (3 years)

Adrian High School

*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 Cameron Allen 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

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