Destiny
Bullard

Hantz Financial Services, Inc

CRD#7509992
Investment Advisor
in Marquette, MI

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About this Advisor

Destiny Bullard is a financial advisor based in Marquette, Michigan, working with Hantz Financial Services, Inc. Destiny has previously held positions at Hantz Financial Services, Meijer, Royal Pub, Northern Michigan University, The Rock, Us Ang, Ferris State University, Michigan Tech University, and Whs. Destiny has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Destiny is part of Hantz Financial Services, Inc, which operates out of Marquette, Michigan. The firm has 19 offices and 370 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hantz Financial Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

228 West Washington St
Marquette, MI 49855

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Hantz Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,388,759,865

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

370

MI Average: 21
Total Number of Accounts

112,547

MI Average: 1,586
Average Account Size

$56,765

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

Destiny Bullard Work History

2022 - Present (2 years)

Hantz Financial Services

2021 - Present (3 years)

Northern Michigan University

2021 - 2021 (< 1 year)

Meijer

2021 - 2021 (< 1 year)

Royal Pub

2021 - 2021 (< 1 year)

Northern Michigan University

2020 - 2020 (< 1 year)

The Rock

2018 - 2021 (3 years)

Michigan Tech University

2017 - 2017 (< 1 year)

Ferris State University

2017 - 2017 (< 1 year)

Ferris State University

2016 - 2019 (3 years)

Us Ang

2013 - 2016 (3 years)

Whs

Disclosures

Please visit the SEC profile of Destiny Bullard 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

Nicole Manning
Maumee, OH
Victor Jones
Southfield, MI
Hunter Johnston
Grandville, MI
Andrew Dowding
Tecumseh, MI
Shane Kinney
Southfield, MI
Gregory Stewart
Tecumseh, MI
Daniel Nelson
Bay City, MI
Sierra Clow
Okemos, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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