Stephen
Solverson

Hantz Financial Services, Inc

CRD#5295592
Investment Advisor
in Clinton Township, MI

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About this Advisor

Stephen Solverson is a chartered financial consultant working in Clinton Township, Michigan, with a total of 12 years of relevant experience. Solverson works at Hantz Financial Services, Inc. They have worked at Hantz Financial Services, Inc for all of their career. Solverson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Hantz Financial Services, Inc is a registered investment company based in Southfield, MI. The company has offices in 19 locations and a total of 355 advisors. It manages $5 billion in assets across its 90,199 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 198 charities and foundations. Of its 90,199 client accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hantz Financial Services, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually vary depending on the services offered. However, fees charged by Hantz Financial Services, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

24668 Hall Road
Clinton Township, MI 48036

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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

Stephen Solverson Work History

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

2006 - Present (18 years)

Hantz Financial Services

*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 Stephen Solverson 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

Dustin Rudder
Southfield, MI
Destiny Bullard
Marquette, MI
Gregory Stewart
Tecumseh, MI
Jordan Cater
Southfield, MI
Meghan Koths
Taylor, MI
Joanne Rose
Midland, MI
Paul Sassin
Saginaw, 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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