Joanne
Rose
Hantz Financial Services, Inc
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About this Advisor
Joanne Rose is a financial advisor who works out of Midland, Michigan with 6 years of industry experience. Rose is an employee of Hantz Financial Services, Inc. Their career trajectory has included roles at Home Depot, Absolute Building Maintenance, Western And Southern Life, W&S Brokerage Service, Axa Advisors, LLC and Hantz Financial Services. Rose holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Hantz Financial Services, Inc is a registered investment firm based in Southfield, MI. It has offices in 19 locations and a total of 355 advisors. It has $5 billion in total assets among its 90,199 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 198 charities and foundations. Of its 90,199 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. Hantz Financial Services, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. Fee types charged by Hantz Financial Services, Inc can 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
Joanne Rose Work History
Joanne has been registered as a financial advisor for 6 years.*
Hantz Financial Services
Axa Advisors, LLC
W&S Brokerage Service
Western And Southern Life
Absolute Building Maintenance
Home Depot
*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 Joanne Rose 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
Southfield, MI
Southfield, MI
Southfield, MI
Marquette, MI
Clinton Township, MI
Tecumseh, MI
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.
