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CRD 46047
SOUTHFIELD, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN FRANCIS MACHCINSKI | Certified Financial Planner|Chartered Financial Consultant | MAUMEE, OH | 27 | 46 | n/a | yes |
| JOHN RUSSELL HANTZ | Certified Financial Planner | SOUTHFIELD, MI | 27 | 40 | n/a | yes |
| JAMES ANTHONY ALBANESE | Certified Financial Planner|Chartered Financial Consultant | WILLOUGHBY, OH | 27 | 32 | n/a | yes |
| MARK ALLEN BOCK | n/a | INDEPENDENCE, OH | 27 | 30 | n/a | yes |
| ROBERT BRENNAN KOETH | Chartered Financial Consultant | WILLOUGHBY, OH | 26 | 30 | n/a | yes |
| MICHAEL ORAS REID | Chartered Financial Consultant | ANN ARBOR, MI | 18 | 37 | n/a | yes |
| BRETT ALYN GEHRINGER | n/a | MIDLAND, MI | 16 | 20 | n/a | yes |
| KRISTY JO TURNWALD | Certified Financial Planner|Chartered Financial Consultant | MAUMEE, OH | 15 | 22 | n/a | yes |
| BRIAN JAMES MCKENNA | n/a | MAUMEE, OH | 15 | 19 | n/a | yes |
| JOSEPH PAUL MCKEON | Chartered Financial Consultant | INDEPENDENCE, OH | 15 | 17 | n/a | yes |
| RYAN RAYMOND BROWN | n/a | SAGINAW, MI | 15 | 24 | n/a | yes |
| MATTHEW THOMAS BABCOCK | Chartered Financial Consultant | TECUMSEH, MI | 15 | 35 | n/a | yes |
| MICHAEL PAUL LACOMBE | Certified Financial Planner|Chartered Financial Consultant | TAYLOR, MI | 15 | 39 | n/a | yes |
| SHAWN MICHAEL MACDONELL | Chartered Financial Consultant | WOODHAVEN, MI | TAYLOR, MI | 15 | 37 | n/a | yes |
| VINCENT HENRY BUZOLITS | Certified Financial Planner|Chartered Financial Consultant | ANN ARBOR, MI | 15 | 37 | n/a | yes |
| DAVID ALLEN SMITH | n/a | WOODHAVEN, MI | TAYLOR, MI | 15 | 37 | n/a | yes |
| MICHAEL GEORGE ADDOR | Certified Financial Planner|Chartered Financial Consultant | ANN ARBOR, MI | 15 | 36 | n/a | yes |
| RENEE ANN YAROCH | n/a | SOUTHFIELD, MI | 15 | 36 | n/a | yes |
| JONATHON BLAINE CHAPMAN | Chartered Financial Consultant | SAGINAW, MI | 15 | 35 | n/a | yes |
| MICHAEL KENNETH MCCLAIN | n/a | ROMEO, MI | 15 | 34 | n/a | yes |
| JACKI LYNN POPADICH | Certified Financial Planner|Chartered Financial Consultant | SOUTHFIELD, MI | 15 | 34 | n/a | yes |
| MARGARET ANNE CULL | Chartered Financial Consultant | SOUTHFIELD, MI | 15 | 33 | n/a | yes |
| PATRICK JOHN DROUILLARD | Certified Financial Planner|Chartered Financial Consultant | SOUTHFIELD, MI | 15 | 32 | n/a | yes |
| ERIN SHANE LEMKE | n/a | MIDLAND, MI | 15 | 32 | n/a | yes |
| MICHAEL LOUIS CARMOUCHE | Certified Financial Planner|Chartered Financial Consultant | ANN ARBOR, MI | 15 | 31 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HANTZ VENTURES - PF III (QP) LLC | n/a | $36.0M | Sep 8, 2026 | 90 | Sep 8, 2026 | reported | n/a |
| HANTZ VENTURES - SL I, LLC | n/a | $20.4M | Sep 8, 2026 | 80 | Sep 8, 2026 | reported | n/a |
| HANTZ VENTURES - PF II (A) LLC | n/a | $8.0M | Sep 8, 2026 | 70 | Sep 8, 2026 | reported | n/a |
| HANTZ VENTURES - SPV I, LLC | n/a | $7.4M | Sep 8, 2026 | 55 | Sep 8, 2026 | reported | n/a |
| HANTZ VENTURES - SPV II, LLC | n/a | $5.7M | Sep 8, 2026 | 47 | Sep 8, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARNOLD, DAVID JOSEPH | SENIOR VP | Na | yes | 01/2025 | Sep 8, 2026 | Sep 8, 2026 |
| BEEBE, JOHN FREDERICK | SENIOR VP | Na | yes | 01/2010 | Sep 8, 2026 | Sep 8, 2026 |
| ESCOBEDO, SAMANTHA TRACY | SENIOR VP | Na | yes | 06/2025 | Sep 8, 2026 | Sep 8, 2026 |
| HANTZ, JOHN RUSSELL | Director | Na | yes | 08/1997 | Sep 8, 2026 | Sep 8, 2026 |
| HANTZ, KIMBERLY DIANE | Director | Na | yes | 02/2006 | Sep 8, 2026 | Sep 8, 2026 |
| HANTZ, LAUREN CHRISTINE | Director | Na | yes | 03/2020 | Sep 8, 2026 | Sep 8, 2026 |
| MCALEAR, THOMAS CRAIG | Director | Na | yes | 02/2021 | Sep 8, 2026 | Sep 8, 2026 |
| MCCLAIN, ROBERT MATTHEW | SENIOR VP | Na | yes | 01/2025 | Sep 8, 2026 | Sep 8, 2026 |
| NATALE, ANTONIO ANDRE | VICE PRESIDENT OF ASSET MANAGEMENT | Na | yes | 01/2024 | Sep 8, 2026 | Sep 8, 2026 |
| RACINE, JAMIE MILLER | SENIOR VP | Na | yes | 01/2010 | Sep 8, 2026 | Sep 8, 2026 |
| REID, MICHAEL ORAS | SENIOR VP | Na | yes | 06/1998 | Sep 8, 2026 | Sep 8, 2026 |
| SHEA, DAVID JOSEPH | Director | Na | yes | 02/2006 | Sep 8, 2026 | Sep 8, 2026 |
| SOPER, JEFFERY HAROLD | SENIOR VP | Na | yes | 01/2010 | Sep 8, 2026 | Sep 8, 2026 |
| STEVENS, DANIEL JOSEPH | SENIOR VP | Na | yes | 05/2024 | Sep 8, 2026 | Sep 8, 2026 |
| YAROCH, RENEE ANN | VP/CFO/FINOP/PRINCIPAL OPERATIONS OFFICER COMPLIANCE OFFICER | Na | yes | 04/2002 | Sep 8, 2026 | Sep 8, 2026 |
| HANTZ GROUP, INC. | PARENT COMPANY | E | yes | 12/1999 | Oct 23, 2015 | Aug 29, 2024 |
| HANTZ, JOHN RUSSELL | Shareholder | D | yes | 06/1998 | Oct 23, 2015 | Aug 29, 2024 |
| JAMES, TIMOTHY C | SENIOR VP | Na | yes | 03/2014 | Oct 23, 2015 | Aug 29, 2024 |
| MACHCINSKI, JOHN FRANCIS | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | Na | yes | 10/2005 | Oct 23, 2015 | Aug 29, 2024 |
| TURNER, GARRETT ARTHURS | SENIOR VP | Na | yes | 08/2021 | Feb 15, 2022 | Aug 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CREDIT UNION ONE | n/a | n/a | n/a | N | no | n/a |
| DAVID J. SHEA | n/a | n/a | n/a | N | no | n/a |
| DYNAMIC TAX SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| HANTZ AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| HANTZ BENEFITS SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| HANTZ RETIREMENT PLAN SOLUTIONS | n/a | n/a | n/a | N | yes | n/a |
| HANTZ TAX & BUSINESS, LLC | n/a | n/a | n/a | N | yes | n/a |
| HANTZ TRUST BANK | n/a | n/a | n/a | N | yes | n/a |
| PLUS AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| SHCIA, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ANN ARBOR | Mi | United States | 33 | yes |
| Midland | Mi | United States | 23 | yes |
| Okemos | Mi | United States | 22 | yes |
| CLINTON TOWNSHIP | Mi | United States | 16 | yes |
| Saginaw | Mi | United States | 13 | yes |
| Taylor | Mi | United States | 10 | yes |
| Grandville | Mi | United States | 9 | yes |
| Marquette | Mi | United States | 9 | yes |
| Maumee | Oh | United States | 9 | yes |
| BAY CITY | Mi | United States | 7 | yes |
| Canton | Mi | United States | 7 | yes |
| Romeo | Mi | United States | 7 | yes |
| Willoughby | Oh | United States | 7 | yes |
| Tecumseh | Mi | United States | 6 | yes |
| SAULT STE. MARIE | Mi | United States | 5 | yes |
| Davison | Mi | United States | 4 | yes |
| MT. PLEASANT | Mi | United States | 4 | yes |
| TRAVERSE CITY | Mi | United States | 3 | yes |
| Independence | Oh | United States | 3 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 | $10B | $9.0B | 435 | 333 | 20 | 3 | n/a |
| 2024 | Mar 18, 2025 | $7.8B | $7.8B | 402 | 293 | 19 | 1 | n/a |
| 2023 | Mar 15, 2024 | $6.4B | $6.4B | 370 | 277 | 19 | n/a | n/a |
| 2022 | Mar 18, 2023 | $4.9B | $4.9B | 355 | 251 | 19 | n/a | n/a |
| 2021 | Feb 15, 2022 | $5.7B | $5.7B | 318 | 248 | 19 | n/a | n/a |
| 2020 | Mar 31, 2021 | $4.2B | $4.2B | 312 | 243 | 18 | n/a | n/a |
| 2019 | Apr 16, 2020 | $3.2B | $3.2B | 311 | 233 | 18 | n/a | n/a |
| 2018 | Mar 29, 2019 | $2.0B | $2.0B | 327 | 235 | 17 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.6B | $1.6B | 308 | 274 | 17 | n/a | n/a |
| 2016 | Mar 31, 2017 | $760M | $760M | 320 | 208 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | n/a | n/a | 317 | 237 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 17 | -16 | 4.3% | 0 | 0 | 0 | 2 | 45 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $10B | $7.8B | 27.9% | $4.9B | 26.8% | 435 | 402 | 20 | 19 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2 | Dec 16, 2025 | Mar 2, 2026 | SOUTHFIELD, MI | Team lift out | RIA to wirehouse | 0.5% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | Oct 28, 2024 | Jul 2, 2025 | SOUTHFIELD, MI | Team lift out | RIA to wirehouse | 0.6% |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2 | Feb 5, 2024 | Feb 5, 2024 | MIDLAND, MI | Team lift out | RIA to ibd | 0.7% |
| RAYMOND JAMES & ASSOCIATES, INC. | 4 | Aug 30, 2023 | Aug 31, 2023 | CLINTON TOWNSHIP, MI | Team lift out | RIA to ibd | 1.5% |
| OSAIC WEALTH, INC. | 2 | Sep 9, 2022 | Sep 9, 2022 | TAYLOR, MI | Team lift out | RIA to ibd | 0.8% |
| ADVICE AND PLANNING SERVICES | 2 | Oct 25, 2017 | Nov 29, 2017 | OKEMOS, MI | Team lift out | Other | 0.9% |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2 | Apr 1, 2016 | Apr 5, 2016 | GRANDVILLE, MI | Team lift out | Other | 1.0% |
| AMERIPRISE FINANCIAL SERVICES, LLC | 3 | Nov 3, 2015 | Nov 18, 2015 | SHELBY TOWNSHIP, MI | Team lift out | Other | 1.5% |
| AMERIPRISE FINANCIAL SERVICES, LLC | 3 | Jul 20, 2015 | Dec 3, 2015 | GRANDVILLE, MI | Team lift out | Other | 1.6% |