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Matthew James Sims

Hantz Financial Services, Inc.

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About Matthew James Sims

Matthew Sims is a financial advisor with Hantz Financial Services, Inc. Matthew has been in the financial industry since August 6, 2006 and has a total of 17 years of experience. Matthew currently holds registrations with FINRA, the Indiana Department of Financial Institutions, the Michigan Department of Insurance and Financial Services, the New Jersey Department of Banking and Insurance, the Ohio Division of Securities, and the Wisconsin Department of Financial Institutions. Matthew specializes in working with individuals, pension and profit sharing plans, charitable organizations, corporations and other businesses.

Firm Information

Matthew Sims 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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Matthew Sims’s Registration & Firm History

MI

05/12/2017 - Present

Hantz Financial Services, Inc. (OKEMOS MI)

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Licenses & Designations

BOTH

Issued 05/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew James Sims.
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