Peng
Zhang

Hantz Financial Services, Inc

CRD#6276261
Investment Advisor
in Okemos, MI

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About this Advisor

Peng Zhang is a financial advisor based in Okemos, Michigan, working with Hantz Financial Services, Inc. Peng has previously held a position at Hantz Financial Services, Inc. Peng has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Peng is part of Hantz Financial Services, Inc, which operates out of Okemos, 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

3450 Alaiedon Parkway
Okemos, MI 48864

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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

Peng Zhang Work History

2013 - Present (11 years)

Hantz Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Peng Zhang 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

Gregory Stewart
Tecumseh, MI
Michael Soper
Okemos, MI
Michael Themm
Ann Arbor, MI
Nicole Manning
Maumee, OH
Daniel Nelson
Bay City, MI
Rachel Thomas
Southfield, MI
Kaleb Gandy
Southfield, MI
Samuel Brushaber
Saginaw, 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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