Jacob
Tragis
Hantz Financial Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Tragis is a financial advisor who works out of Midland, Michigan who has 5 years of relevant experience. Tragis works at Hantz Financial Services, Inc. Over the course of their career, Tragis has held roles at Hantz Financial Services, Olive Garden, Bob Evans, Mountain Town Brewery, Big Boy, Delta College and Central Michigan. Tragis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan, New Mexico and North Carolina. Hantz Financial Services, Inc is a firm that has its headquarters in Southfield, MI. The company has offices in 19 locations and a total of 355 financial advisors. It manages $5 billion in total assets across its 90,199 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 198 charities and foundations. Of its 90,199 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Hantz Financial Services, Inc offers a diverse range 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 are based on the services offered. However, fees charged by Hantz Financial Services, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jacob Tragis Work History
Jacob has been registered as a financial advisor for 5 years.*
Hantz Financial Services
Central Michigan
Mountain Town Brewery
Olive Garden
Bob Evans
Delta College
Big Boy
*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 Tragis 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
Tecumseh, MI
Southfield, MI
Southfield, MI
Ann Arbor, MI
Taylor, MI
Southfield, MI
Saginaw, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
