Rachel
Long
Hantz Financial Services, Inc
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About this Advisor
Rachel Long is a financial advisor based in Maumee, Ohio, working with Hantz Financial Services, Inc. Rachel has previously held positions at Northwestern Mutual, Norwegian Business School, Frickers, USA Soccer, Frisch's Big Boy, Bowling Green State University, Arlyn's Good Beer, St. Ursula Academy, and Hantz Financial Services. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Rachel 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
Rachel Long Work History
Hantz Financial Services
Northwestern Mutual
Norwegian Business School
Arlyn'S Good Beer
Frickers
Usa Soccer
Bowling Green State University
Frisch'S Big Boy
St. Ursula Academy
Disclosures
Please visit the SEC profile of Rachel Long 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
Maumee, OH
Southfield, MI
Mount Pleasant, MI
Grandville, MI
Davison, MI
Bay City, MI
Tecumseh, MI
Southfield, 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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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.
