Corey
Ferris
Hantz Financial Services, Inc
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About this Advisor
Corey Ferris is a chartered financial consultant operating in Midland, Michigan who has 12 years of relevant experience. Ferris is an employee of Hantz Financial Services, Inc. During their career, the advisor has held roles at Northwood University, Dow Chemical Employee Credit Union and Hach Student Life Center. Ferris holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Hawaii, Illinois, Indiana, Michigan, North Carolina, Ohio and Texas. Hantz Financial Services, Inc is a registered investment firm based in Southfield, MI. The firm has offices in 19 locations and a total of 355 people on staff. It oversees $5 billion in assets between its 90,199 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 198 charitable organizations. Of its 90,199 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees charged by Hantz Financial Services, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hantz Financial Services, Inc Brokerage Details
$4,901,997,615
355
90,199
$54,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Corey Ferris Work History
Corey has been registered as a financial advisor for 12 years.*
Dow Chemical Employee Credit Union
Hach Student Life Center
Northwood University
*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 Corey Ferris 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
Midland, MI
Marquette, MI
Southfield, MI
Taylor, MI
Ann Arbor, MI
Southfield, MI
Southfield, MI
Clinton Township, 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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