Joshua
Hester

Hantz Financial Services, Inc

CRD#7689290
Investment Advisor
in Sault Sainte Marie, MI

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About this Advisor

Joshua Hester is a financial advisor based in Sault Sainte Marie, Michigan, working with Hantz Financial Services, Inc. Joshua has previously held positions at Lake Superior State University, Bryner Electric, Tradition Agency, Upward Potential, and Hantz Financial Services. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Joshua is part of Hantz Financial Services, Inc, which operates out of Sault Sainte Marie, Michigan. The firm has 19 offices and 370 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hantz Financial Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

320 Ashmun Street
Sault Sainte Marie, MI 49783

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Hantz Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,388,759,865

MI Average: $943,424,332
Total Number of Employees

370

MI Average: 21
Total Number of Accounts

112,547

MI Average: 1,586
Average Account Size

$56,765

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 Hester Work History

2023 - Present (1 year)

Hantz Financial Services

2021 - Present (3 years)

Upward Potential

2021 - 2022 (1 year)

Tradition Agency

2017 - 2021 (4 years)

Bryner Electric

2013 - 2017 (4 years)

Lake Superior State University

Disclosures

Please visit the SEC profile of Joshua Hester 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

Shane Kinney
Southfield, MI
Hunter Johnston
Grandville, MI
Paul Heuschele
Mount Pleasant, MI
Nicole Manning
Maumee, OH
Daniel Nelson
Bay City, MI
Rachel Thomas
Southfield, MI
Michael Soper
Okemos, MI
Robert Mazza
Canton, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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