David Freeman, financial advisor Saginaw MI

David Freeman

CRD Number: 6973777
Current Firm: Hantz Financial Services, Inc.

David Freeman (CRD# 6973777) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hantz Tax And Business Saginaw, MI Jun 2018 - Current 4
Northwood University Midland, MI May 2016 - Dec 2018 2
Blystone And Bailey Cpa Mt Pleasant/midland, MI Jan 2018 - Jun 2018 < 1
St Brigid Parish Midland, MI Jun 2017 - Jan 2018 < 1
Town And Country Supermarket Pinconning, MI Jun 2016 - Jun 2017 1
Pinny Food Center Pinconning, MI Jun 2014 - Jun 2016 2
Delta College Saginaw, MI Aug 2014 - May 2016 1
Bay City Western High School Bay City, MI Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for David Freeman
Phone Number: 248-304-2855
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,652
    MILLIONS
  • Total Number of Accounts
    69,591
    ACCOUNTS
  • Average Account Value
    $81,220
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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