Joshua
Funsch

Hantz Financial Services, Inc

CRD#4671363
Investment Advisor
in Saginaw, MI

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About this Advisor

Joshua Funsch is a certified financial planner who works out of Saginaw, Michigan who has 12 years of industry experience. Funsch works at Hantz Financial Services, Inc. They have spent their whole time as a financial advisor at Hantz Financial Services, Inc. Funsch holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Georgia, Illinois, Michigan and North Carolina. Hantz Financial Services, Inc is a registered investment firm based out of Southfield, MI. The company has offices in 19 locations and a total of 355 employees. It handles $5 billion in total assets across its 90,199 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 198 charitable organizations. Of its 90,199 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. 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. Fees for financial management largely vary depending on which services are offered. However, fee types charged by Hantz Financial Services, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

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

5800 Gratiot Suite 107
Saginaw, MI 48638

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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

Joshua Funsch Work History

Joshua has been registered as a financial advisor for 12 years.*

2003 - Present (21 years)

Hantz Financial Services

*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 Joshua Funsch 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 Turner
Ann Arbor, MI
Dustin Rudder
Southfield, MI
Jay Birchmeier
Southfield, MI
Meghan Koths
Taylor, MI
Gregory Stewart
Tecumseh, MI
Jordan Cater
Southfield, MI
Paul Sassin
Saginaw, MI
Kevin Torresan
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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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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