Kevin KleinCRD Number: 6545114
Current Firm: Hantz Financial Services, Inc.
Kevin Klein (CRD# 6545114) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Southfield, MI and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Hantz Financial Services||Saginaw, MI||Aug 2015 - Current||6|
|Jimmy John's||Saginaw, MI||May 2013 - Jul 2015||2|
|Wells Fargo||Gwinn, MI||Apr 2012 - May 2013||1|
|H&r Block||Ishpeming, MI||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management4,193MILLIONS
Total Number of Accounts51,123ACCOUNTS
Average Account Value$82,010
- 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
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