Sierra
Clow

Hantz Financial Services, Inc

CRD#7391497
Investment Advisor
in Okemos, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sierra Clow is a financial advisor based in Okemos, Michigan with a total of 1 year of industry experience. Clow is currently employed by Hantz Financial Services, Inc. Clow has gained experience at Hantz Financial Services, Spring Arbor University, Napoleon High School, Ann Arbor Christian School, Chartwells High Education, Mcdonald'S, Chartwells Higher Education and Big Boy. Clow maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Hantz Financial Services, Inc is an advisory business headquartered in Southfield, MI. The company has offices in 19 locations and a total of 355 financial advisors. It administers $5 billion in assets across its 90,199 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 198 charitable organizations. Of its 90,199 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which service is provided. However, fee types billed by Hantz Financial Services, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sierra Clow Work History

Sierra has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Spring Arbor University

2021 - 2021 (< 1 year)

Hantz Financial Services

2020 - 2021 (1 year)

Chartwells High Education

2019 - 2019 (< 1 year)

Mcdonald'S

2019 - 2020 (1 year)

Chartwells Higher Education

2016 - 2019 (3 years)

Mcdonald'S

2016 - 2017 (1 year)

Big Boy

2014 - 2018 (4 years)

Napoleon High School

2012 - 2014 (2 years)

Ann Arbor Christian 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 Sierra Clow 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
Jay Birchmeier
Southfield, MI
Joanne Rose
Midland, MI
Erica Khinchuk Scheinker
Southfield, MI
Paul Sassin
Saginaw, MI
Michael Turner
Ann Arbor, MI
Dustin Rudder
Southfield, MI
Jordan Cater
Southfield, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started