Shane
Seybert

Hantz Financial Services, Inc

CRD#4539479
Investment Advisor
in Okemos, MI

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About this Advisor

Shane Seybert is a financial advisor working in Okemos, Michigan who has 8 years of relevant experience. Seybert is an employee of Hantz Financial Services, Inc. They have been with Hantz Financial Services, Inc for the entirety of their career. Seybert holds Series 63 and Series 65 licenses, which qualify 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. It has offices in 19 locations and a total of 355 people on staff. It handles $5 billion in assets under management across its 90,199 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 198 charities and foundations. Of its 90,199 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Hantz Financial Services, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on the type of financial services. However, fees billed by Hantz Financial Services, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

3450 Alaiedon Parkway
Okemos, MI 48864

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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

Shane Seybert Work History

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

2002 - Present (22 years)

Hantz Financial Services, Inc

*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 Shane Seybert 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

Paul Sassin
Saginaw, MI
Michael Turner
Ann Arbor, MI
Erica Khinchuk Scheinker
Southfield, MI
Joanne Rose
Midland, MI
Jordan Cater
Southfield, MI
Dustin Rudder
Southfield, MI
Meghan Koths
Taylor, MI
Destiny Bullard
Marquette, 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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