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Kelly L Neil

Hantz Financial Services, Inc.

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About Kelly L Neil

Kelly L. Neil is a financial advisor with over 15 years of experience in the financial services industry. Kelly is currently registered with Hantz Financial Services, Inc. and provides financial planning services to individuals and families. Kelly is also licensed to provide investment advisory services in Michigan and Ohio. Before working at Hantz Financial Services, Inc. Kelly worked at FIRST TRUST PORTFOLIOS L.P. and WACHOVIA SECURITIES, LLC.

Firm Information

Kelly Neil 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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Kelly Neil’s Registration & Firm History

MI

04/20/2011 - Present

Hantz Financial Services, Inc. (SAGINAW MI)

IL

03/12/2007 - 05/29/2008

FIRST TRUST PORTFOLIOS L.P. (LISLE IL)

IL

10/30/2006 - 03/02/2007

WACHOVIA SECURITIES, LLC (ITASCA IL)

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Licenses & Designations

BOTH

Issued 02/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly L Neil.
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