![Krystal Knipp, financial advisor Bay City MI](/img/ws/profile-blank-sq.png)
Krystal Knipp (CRD# 6855003) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has 1 year of experience in the finance industry.
![David Abbs, financial advisor Bay City MI](/img/ws/profile-blank-sq.png)
CRD# 1031068
Cwm, LLC
![Brian Abraham, financial advisor Bay City MI](/img/ws/profile-blank-sq.png)
CRD# 5184145
Raymond James & Associates, Inc.
![Douglas Adams, financial advisor Bay City MI](/img/ws/profile-blank-sq.png)
CRD# 3160022
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Hantz Financial Service | Southfield, MI | Aug 2023 - Current | < 1 |
Krystal Knipp, Cpa | Midland, MI | Jan 2023 - Aug 2023 | < 1 |
Flowers From The Heart | Auburn, MI | Sep 2022 - Aug 2023 | < 1 |
Tax Act | Midland, MI | Jan 2023 - Apr 2023 | < 1 |
Unemployed | Midland, MI | Apr 2022 - Sep 2022 | < 1 |
Tax Act | Midland, MI | Jan 2022 - Apr 2022 | < 1 |
Karla Dennis & Associates | Midland, MI | Jul 2021 - Dec 2021 | < 1 |
Maier & Adams Accounting | Bay City, MI | Jul 2020 - Jul 2021 | 1 |
Hantz Financial Services | Southfield, MI | Sep 2017 - Jul 2020 | 2 |
Unemployed | Midland, MI | Jun 2017 - Sep 2017 | < 1 |
Dow Corning | Auburn, MI | Mar 2016 - May 2017 | 1 |
Northwood Learning Center | Midland, MI | Aug 2015 - May 2017 | 1 |
Northwood University | Midland, MI | Aug 2014 - May 2017 | 2 |
Tom N Toms | San Diego, CA | May 2015 - Aug 2015 | < 1 |
Livingston Engineering | Brighton, MI | Dec 2014 - Jan 2015 | < 1 |
Leo's Coney Island | Howell, MI | Aug 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MI
-
Total Assets Under Management6,389MILLIONS
-
Total Number of Accounts112,547ACCOUNTS
-
Average Account Value$56,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.