Nicholas Elliott (CRD# 7268671) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 2 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hantz Financial Services | Bay City, MI | Jun 2021 - Current | 2 |
| Michigan State University | East Lansing, MI | Aug 2017 - May 2021 | 3 |
| Dick's Sporting Goods | Saginaw, MI | May 2019 - Jun 2020 | 1 |
| Saginaw Valley Golf Course | Bay City, MI | Mar 2017 - Aug 2019 | 2 |
| Bay City Western High School | Bay City, MI | Sep 2014 - Jun 2017 | 2 |
| F.p. Horak Company | Bay City, MI | May 2016 - Mar 2017 | < 1 |
| Unemployed | Bay City, MI | Jun 2010 - Jun 2015 | 5 |
| Bay City Western Middle School | Bay City, MI | Sep 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- CO
- CT
- IN
- MI
- WA
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Total Assets Under Management6,389MILLIONS
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Total Number of Accounts112,547ACCOUNTS
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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
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