Thomas Trefzger (CRD# 6899822) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Independence, OH and has over 5 years of experience in the finance industry.
CRD# 6053832
Voya Financial Advisors, Inc.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hantz Financial Services | Southfield, MI | Jan 2018 - Current | 6 |
| Cleveland State University | Cleveland, OH | Aug 2015 - Current | 9 |
| 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 |
- OH
-
Total Assets Under Management6,389MILLIONS
-
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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