Thomas
Trefzger
Hantz Financial Services, Inc
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About this Advisor
Thomas Trefzger is a financial advisor who works in Independence, Ohio with 4 years of industry experience. Trefzger works at Hantz Financial Services, Inc. Over the course of their career, Trefzger has held roles at Hantz Financial Services, Sprint, Regal, Deepwood N. Apt, Cleveland State University, Vittorios Buon Appetito and Wickliffe High School. Trefzger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Hantz Financial Services, Inc is a registered investment company based in Southfield, MI. It has offices in 19 locations and a total of 355 advisors. It handles $5 billion in assets under management 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% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on which service is offered. 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
Thomas Trefzger Work History
Thomas has been registered as a financial advisor for 4 years.*
Hantz Financial Services
Cleveland State University
Sprint
Regal
Deepwood N. Apt
Vittorios Buon Appetito
Wickliffe High School
*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 Thomas Trefzger 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
Clinton Township, MI
Southfield, MI
Marquette, MI
Southfield, MI
Taylor, MI
Southfield, MI
Saginaw, MI
Tecumseh, 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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