Michael
Luna

Hantz Financial Services, Inc

CRD#5723343
Investment Advisor
in Clinton Township, MI

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About this Advisor

Michael Luna is a financial advisor who works in Clinton Township, Michigan who has 8 years of relevant experience. Luna is currently employed by Hantz Financial Services, Inc. They have worked at Hantz Financial Services, Inc for the entirety of their career. Luna holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Hantz Financial Services, Inc is a registered investment business that has its headquarters in Southfield, MI. It has offices in 19 locations and a total of 355 employees. It controls $5 billion in assets under management between its 90,199 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 198 charities and foundations. Of its 90,199 client accounts, just 5% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which service is offered. However, fees charged by Hantz Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

8 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

24668 Hall Road
Clinton Township, MI 48036

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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

Michael Luna Work History

Michael has been registered as a financial advisor for 8 years.*

2013 - Present (11 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 Michael Luna 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

Erica Khinchuk Scheinker
Southfield, MI
Paul Sassin
Saginaw, MI
Jay Birchmeier
Southfield, MI
Michael Turner
Ann Arbor, MI
Michael Luna
Clinton Township, MI
Meghan Koths
Taylor, MI
Gregory Stewart
Tecumseh, MI
Joanne Rose
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.

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