Shawn
Macdonell

Hantz Financial Services, Inc

CRD#1930201
Investment Advisor
in Taylor, MI

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About this Advisor

Shawn Macdonell is a chartered financial consultant operating in Taylor, Michigan with 12 years of industry experience. Macdonell works at Hantz Financial Services, Inc. They have spent their entire career at Hantz Financial Services, Inc. Macdonell holds a Series 63 license, qualifying them as a securities agent, and is registered to operate in Florida, Illinois, Louisiana, Michigan, North Carolina, Ohio, Oregon, South Carolina and Texas. Hantz Financial Services, Inc is a company based out of Southfield, MI. It has offices in 19 locations and a total of 355 people on staff. It handles $5 billion in assets under management between its 90,199 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 198 charitable organizations. Of its 90,199 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the services offered. Fees billed by Hantz Financial Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

12 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

Shawn Macdonell Work History

Shawn has been registered as a financial advisor for 12 years.*

1999 - Present (25 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 Shawn Macdonell 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

Joanne Rose
Midland, MI
Jay Birchmeier
Southfield, MI
Michael Turner
Ann Arbor, MI
Gregory Stewart
Tecumseh, MI
Destiny Bullard
Marquette, MI
Paul Sassin
Saginaw, MI
Meghan Koths
Taylor, MI
Kevin Torresan
Clinton Township, 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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