Joshua Funsch, financial advisor Saginaw MI

Joshua Funsch

CRD Number: 4671363
Current Firm: Hantz Financial Services, Inc.

Joshua Funsch (CRD# 4671363) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 20 years of experience in the finance industry. Joshua Funsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
David Abbs, financial advisor Saginaw MI
David J. Abbs
CRD# 1031068
Cwm, LLC
Similar Advisors
Brian Abraham, financial advisor Saginaw MI
Brian T. Abraham
CRD# 5184145
Raymond James & Associates, Inc.
Similar Advisors
Bianca Adamo-Leece, financial advisor Saginaw MI
Bianca M. Adamo-Leece
CRD# 4473397
J.p. Morgan Securities LLC
Professional Designations
Company Name Location Dates Years
Hantz Financial Services Southfield, MI Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Joshua C. Funsch
Phone Number: 248-304-2855
Registered State(s):
  • CA
  • FL
  • GA
  • IL
  • MI
  • NC
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

Ready to hire a financial advisor? Get competitive proposals from Joshua Funsch and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.