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Frederick Joseph Lambert

Hantz Financial Services, Inc.

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About Frederick Joseph Lambert

Frederick Joseph Lambert is a registered Investment Advisor Representative (IAR) with Hantz Financial Services, Inc., based in BAY CITY, MI. Frederick Lambert is active in Michigan. Frederick Lambert has been in the industry since February 2014. Frederick Joseph Lambert has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Frederick Lambert specializes in portfolio management for individuals, financial planning, pension consulting, and selection of other advisers. Frederick Joseph Lambert has a history of working with individuals other than high-net-worth, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Frederick Joseph Lambert's firm, Hantz Financial Services, Inc. is a registered investment adviser with the Securities and Exchange Commission (SEC).

Firm Information

Frederick Lambert 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Frederick Lambert’s Registration & Firm History

MI

10/29/2015 - Present

Hantz Financial Services, Inc. (BAY CITY MI)

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Licenses & Designations

IA

Issued 10/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederick Joseph Lambert.
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