Nathaniel
Michna

Hantz Financial Services, Inc

CRD#6986752
Investment Advisor
in Taylor, MI

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About this Advisor

Nathaniel Michna is a financial advisor working out of Taylor, Michigan who has 3 years of industry experience. Michna currently works for Hantz Financial Services, Inc. During their career, the advisor has held roles at Hantz Financial Services, Master Craft Inc, Wayne State, Metro Parks and Belleville High School. Michna has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Hantz Financial Services, Inc is an advisory firm that has its headquarters in Southfield, MI. The firm has offices in 19 locations and a total of 355 advisors. It oversees $5 billion in assets among its 90,199 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 198 charities and foundations. Of its 90,199 accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. However, fee types charged by Hantz Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

22919 Eureka Road Ste 100
Taylor, MI 48180

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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

Nathaniel Michna Work History

Nathaniel has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Hantz Financial Services

2016 - Present (8 years)

Wayne State

2018 - 2018 (< 1 year)

Master Craft Inc

2017 - 2018 (1 year)

Wayne State

2017 - 2017 (< 1 year)

Metro Parks

2016 - 2016 (< 1 year)

Metro Parks

2015 - 2015 (< 1 year)

Metro Parks

2012 - 2016 (4 years)

Belleville High School

*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 Nathaniel Michna 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 Luna
Clinton Township, MI
Kevin Torresan
Clinton Township, MI
Joanne Rose
Midland, MI
Meghan Koths
Taylor, MI
Dustin Rudder
Southfield, MI
Erica Khinchuk Scheinker
Southfield, MI
Destiny Bullard
Marquette, MI
Michael Turner
Ann Arbor, 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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