Robert
Koeth
Hantz Financial Services, Inc
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About this Advisor
Robert Koeth is a financial advisor working out of Willoughby, Ohio with 23 years of relevant experience. Koeth is an advisor for Hantz Financial Services, Inc. During their career, the advisor has held roles at Koeth & Assoc, Hantz Financial Services and Hantz Financial Services, Inc. Koeth holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Ohio. Hantz Financial Services, Inc is a registered investment business based out of Southfield, MI. The investment advisory business has offices in 19 locations and a total of 355 advisors. It manages $5 billion in assets under management across its 90,199 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 198 charitable organizations. Of its 90,199 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types billed by Hantz Financial Services, Inc most likely include 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
Robert Koeth Work History
Robert has been registered as a financial advisor for 23 years.*
Hantz Financial Services, Inc
Hantz Financial Services
Koeth & Assoc
*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 Robert Koeth 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
Southfield, MI
Ann Arbor, MI
Marquette, MI
Clinton Township, MI
Saginaw, MI
Southfield, MI
Southfield, MI
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.
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