Frederick
Lambert
Hantz Financial Services, Inc
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About this Advisor
Frederick Lambert is a financial advisor working in Bay City, Michigan, who has 8 years of relevant experience. Lambert is on the advisory team at Hantz Financial Services, Inc. Over the course of their career, Lambert has held roles at Hantz Financial Services, Inc and Great Lakes Geophysical, Llp. Lambert holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Michigan. Hantz Financial Services, Inc is a company based out of Southfield, MI. The company has offices in 19 locations and a total of 355 employees. It administers $5 billion in total assets among its 90,199 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 198 charitable organizations. Of its 90,199 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Hantz Financial Services, Inc has a diverse range 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 typically depend on the type of services offered. However, fees billed by Hantz Financial Services, Inc most likely include 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
Frederick Lambert Work History
Frederick has been registered as a financial advisor for 8 years.*
Hantz Financial Services, Inc
Great Lakes Geophysical, Llp
*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 Frederick Lambert 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
Southfield, MI
Southfield, MI
Midland, MI
Southfield, MI
Clinton Township, MI
Southfield, MI
Saginaw, MI
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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