Charles Crandall (CRD# 7698564) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Mount Pleasant, MI and has 1 year of experience in the finance industry.
CRD# 6270148
Independent Advisor Alliance, LLC
CRD# 2549311
Edward Jones
CRD# 6136605
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hantz Financial Services | Southfield, MI | Jan 2023 - Current | 1 |
| Noodles And Company | Mount Pleasant, MI | Oct 2022 - Current | 1 |
| Central Michigan University | Mount Pleasant, MI | Oct 2021 - Current | 2 |
| Mcdonald's | Marysville, MI | Aug 2021 - Jan 2022 | < 1 |
| Jet's Pizza | Marysville, MI | Apr 2018 - Aug 2021 | 3 |
| Marysville High School | Marysville, MI | Sep 2017 - Jun 2021 | 3 |
| Unemployed | Kimball, MI | Jul 2017 - Aug 2017 | < 1 |
| Marysville Middle School | Marysville, MI | Sep 2014 - Jun 2017 | 2 |
| Unemployed | Kimball, MI | Jul 2014 - Aug 2014 | < 1 |
| Morton Elementary | Marysville, MI | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- 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.