Unclaimed
Kevin Klein is a registered Investment Advisor Representative with Hantz Financial Services, Inc. Kevin Klein has been in the industry since August of 2015 and holds a Series 65 license. Kevin Klein is located in Southfield, Michigan. Kevin Klein specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
02/17/2017 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
IA
Issued 02/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kevin Klein is the right advisor for you? Invested Better is here to help.