Jacob
Nicol

Hantz Financial Services, Inc

CRD#7204821
Investment Advisor
in Romeo, MI

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About this Advisor

Jacob Nicol is a financial advisor working out of Romeo, Michigan who has 1 year of relevant experience. Nicol is on the advisory team at Hantz Financial Services, Inc. Over the course of their career, Nicol has held roles at Oakland University, Alco Plastics, Greystone Golf Club, Brookside Storage, Romeo High School, Romeo Middle School and Hantz Financial Services. Nicol maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Hantz Financial Services, Inc is a registered investment company that has its headquarters in Southfield, MI. It has offices in 19 locations and a total of 355 financial advisors. It manages $5 billion in total assets across its 90,199 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 198 charities and foundations. Of its 90,199 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. 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. Financial advisory fees typically depend on which service is provided. However, fee types charged by Hantz Financial Services, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

125 West Lafayette
Romeo, MI 48065

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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

Jacob Nicol Work History

Jacob has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Hantz Financial Services

2019 - 2019 (< 1 year)

Alco Plastics

2018 - 2018 (< 1 year)

Greystone Golf Club

2017 - 2021 (4 years)

Oakland University

2017 - 2017 (< 1 year)

Brookside Storage

2017 - 2017 (< 1 year)

Greystone Golf Club

2016 - 2016 (< 1 year)

Greystone Golf Club

2015 - 2015 (< 1 year)

Greystone Golf Club

2013 - 2017 (4 years)

Romeo High School

2009 - 2013 (4 years)

Romeo Middle 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 Jacob Nicol 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

Michael Luna
Clinton Township, MI
Paul Sassin
Saginaw, MI
Michael Turner
Ann Arbor, MI
Kevin Torresan
Clinton Township, MI
Meghan Koths
Taylor, MI
Dustin Rudder
Southfield, MI
Jordan Cater
Southfield, MI
Joanne Rose
Midland, 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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