Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel William McKenna

Hantz Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel William McKenna

Daniel McKenna is a financial advisor with Hantz Financial Services, Inc. located in Ann Arbor, MI. Daniel McKenna has been in the financial services industry since August 2004. Daniel McKenna is registered to provide investment advice in California, Florida, Georgia, Illinois, Michigan, North Carolina, Ohio and Texas. Daniel McKenna is also registered to provide securities services in California, Colorado, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas and Washington. Daniel McKenna is a Certified Financial Planner.

Firm Information

Daniel McKenna is currently registered with Hantz Financial Services, Inc.. Hantz Financial Services, Inc. is a corporation formed in June 1998 and headquartered in Southfield, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hantz Financial Services, Inc. has approximately 6.39 billion dollars in regulatory assets under management across 112,547 accounts, including 281 licensed agents and 297 registered representatives. The firm is registered with the SEC and in all 50 states.
Hantz Financial Services, Inc.

26200 AMERICAN DRIVE

SOUTHFIELD, MI 48034

$6.39B

Assets Under Management

2,701

Total Clients

335

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel McKenna’s Registration & Firm History

MI

11/23/2011 - Present

Hantz Financial Services, Inc. (ANN ARBOR MI)

Not sure if Daniel William McKenna is right for you?

Licenses & Designations

IA

Issued 04/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel William McKenna.
Not sure if Daniel William McKenna is right for you?