Jay
Birchmeier
Hantz Financial Services, Inc
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About this Advisor
Jay Birchmeier is a financial advisor working out of Southfield, Michigan who has 8 years of industry experience. Birchmeier is an advisor for Hantz Financial Services, Inc. The advisor has gained experience at Hantz Financial Services and Durr Systems, Inc. Birchmeier maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Hantz Financial Services, Inc is an advisory company that has its headquarters in Southfield, MI. It has offices in 19 locations and a total of 355 financial advisors. It has $5 billion in assets under management between its 90,199 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 198 charities and foundations. Of its 90,199 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. Hantz Financial Services, Inc 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 fees usually depend on which services are provided. Fees charged by Hantz Financial Services, Inc most likely are comprised of some combination 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
Jay Birchmeier Work History
Jay has been registered as a financial advisor for 8 years.*
Hantz Financial Services
Durr Systems, Inc
*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 Jay Birchmeier 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
Saginaw, MI
Taylor, MI
Southfield, MI
Tecumseh, MI
Marquette, MI
Clinton Township, MI
Midland, 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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