Krystal
Knipp

Hantz Financial Services, Inc

CRD#6855003
Investment Advisor
in Bay City, MI

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About this Advisor

Krystal Knipp is a financial advisor based in Bay City, Michigan, working with Hantz Financial Services, Inc. Krystal has previously held positions at Hantz Financial Service, Krystal Knipp, Cpa, Flowers From The Heart, Tax Act, Karla Dennis & Associates, Maier & Adams Accounting, Hantz Financial Services, Dow Corning, Northwood University, Northwood Learning Center, Tom N Toms, Livingston Engineering, and Leo's Coney Island. Krystal has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Krystal is part of Hantz Financial Services, Inc, which operates out of Bay City, 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 65

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

101 First St.
Bay City, MI 48708

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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

Krystal Knipp Work History

2023 - Present (1 year)

Hantz Financial Service

2023 - 2023 (< 1 year)

Krystal Knipp, Cpa

2023 - 2023 (< 1 year)

Tax Act

2022 - 2023 (1 year)

Flowers From The Heart

2022 - 2022 (< 1 year)

Tax Act

2021 - 2021 (< 1 year)

Karla Dennis & Associates

2020 - 2021 (1 year)

Maier & Adams Accounting

2017 - 2020 (3 years)

Hantz Financial Services

2016 - 2017 (1 year)

Dow Corning

2015 - 2017 (2 years)

Northwood Learning Center

2015 - 2015 (< 1 year)

Tom N Toms

2014 - 2017 (3 years)

Northwood University

2014 - 2015 (1 year)

Livingston Engineering

2012 - 2014 (2 years)

Leo'S Coney Island

Disclosures

Please visit the SEC profile of Krystal Knipp 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

Delmar Hall
Marquette, MI
Rimoun Estifou
Clinton Township, MI
Shane Jenkins
Mount Pleasant, MI
Nicole Manning
Maumee, OH
Robert Mazza
Canton, MI
Robert Kent
Southfield, MI
Jacob Porrett
Davison, MI
Paul Heuschele
Mount Pleasant, 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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