Thomas Trefzger, financial advisor Independence OH

Thomas Trefzger

CRD Number: 6899822
Current Firm: Hantz Financial Services, Inc.

Thomas Trefzger (CRD# 6899822) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Independence, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hantz Financial Services Southfield, MI Jan 2018 - Current 6
Cleveland State University Cleveland, OH Aug 2015 - Current 8
Sprint Warrensville Hts, OH Nov 2015 - Dec 2019 4
Regal Willoughby Hills, OH Sep 2015 - Nov 2015 < 1
Deepwood N. Apt Mentor, OH Jun 2015 - Sep 2015 < 1
Wickliffe High School Wickliffe, OH Aug 2011 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Thomas D. Trefzger
Phone Number: 248-304-2855
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,389
    MILLIONS
  • Total Number of Accounts
    112,547
    ACCOUNTS
  • Average Account Value
    $56,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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