Kristy
Turnwald
Hantz Financial Services, Inc
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About this Advisor
Kristy Turnwald is a financial advisor based in Maumee, Ohio, working with Hantz Financial Services, Inc. Kristy has previously held positions at Hantz Financial and Adrian College. Kristy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Kentucky, Michigan, New Jersey, North Carolina, Ohio, South Carolina, and Texas. Currently, Kristy is part of Hantz Financial Services, Inc, which operates out of Maumee, Ohio. The firm has 19 offices and 370 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hantz Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hantz Financial Services, Inc Brokerage Details
$6,388,759,865
370
112,547
$56,765
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kristy Turnwald Work History
Hantz Financial
Adrian College
Disclosures
Please visit the SEC profile of Kristy Turnwald 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
Tecumseh, MI
Ann Arbor, MI
Okemos, MI
Maumee, OH
Mount Pleasant, MI
Southfield, MI
Grandville, MI
Mount Pleasant, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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