Jacob Nicol (CRD# 7204821) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Midland, MI and has 1 year 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 | Clinton Twp, MI | Nov 2019 - Current | 4 |
| Oakland University | Auburn Hills, MI | Sep 2017 - May 2021 | 3 |
| Alco Plastics | Romeo, MI | May 2019 - Aug 2019 | < 1 |
| Greystone Golf Club | Washington Twp, MI | May 2018 - Aug 2018 | < 1 |
| Brookside Storage | Ray, MI | May 2017 - Aug 2017 | < 1 |
| Greystone Golf Club | Washington Twp, MI | May 2017 - Aug 2017 | < 1 |
| Romeo High School | Romeo, MI | Sep 2013 - May 2017 | 3 |
| Greystone Golf Club | Washington Twp, MI | May 2016 - Aug 2016 | < 1 |
| Greystone Golf Club | Washington Twp, MI | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MI
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Total Assets Under Management4,902MILLIONS
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Total Number of Accounts90,199ACCOUNTS
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Average Account Value$54,346
- 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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