Kaleb Gandy, financial advisor Southfield MI

Kaleb Gandy

CRD Number: 6811469
Current Firm: Hantz Financial Services, Inc.

Kaleb Gandy (CRD# 6811469) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Southfield, MI and has 1 year of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Midland Brewing Company Midland, MI Jun 2018 - Current 2
Northwestern Mutual Mt.pleasant, MI Sep 2017 - Jun 2018 < 1
Northwood University Midland, MI Aug 2014 - May 2018 3
Genji Japanese Steakhouse Midland, MI Dec 2015 - Mar 2017 1
Pizza Sams Midland, MI May 2015 - Sep 2015 < 1
Lasko's Restaurant Midland, MI Apr 2015 - May 2015 < 1
Unemployed Midland, MI Aug 2014 - Aug 2014 < 1
H.h Down High School Midland, MI Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Kaleb Gandy
Phone Number: 248-304-2855
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,188
    MILLIONS
  • Total Number of Accounts
    42,064
    ACCOUNTS
  • Average Account Value
    $75,780
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

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