Steven
Klida
Hantz Financial Services, Inc
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About this Advisor
Steven Klida is a financial advisor who works in Bay City, Michigan with a total of 6 years of relevant experience. Klida works at Hantz Financial Services, Inc. Klida has gained experience at Delta College, Thelen Honda, Northwood University and Hantz Tax And Business. Klida maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Michigan. Hantz Financial Services, Inc is a business based out of Southfield, MI. It has offices in 19 locations and a total of 355 financial advisors. It administers $5 billion in assets between its 90,199 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 198 charitable organizations. Of its 90,199 accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. Hantz Financial Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services are provided. However, fees charged by Hantz Financial Services, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hantz Financial Services, Inc Brokerage Details
$4,901,997,615
355
90,199
$54,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Steven Klida Work History
Steven has been registered as a financial advisor for 6 years.*
Hantz Tax And Business
Northwood University
Thelen Honda
Delta College
*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 Steven Klida 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
Saginaw, MI
Southfield, MI
Taylor, MI
Southfield, MI
Tecumseh, MI
Ann Arbor, MI
Clinton Township, MI
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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