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Peng Zhang

Hantz Financial Services, Inc.

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About Peng Zhang

Peng Zhang is an Investment Advisor Representative who has been in the industry since December 2013. Peng Zhang is registered with Hantz Financial Services, Inc. and has passed the Uniform Investment Adviser Law Examination. Peng Zhang's area of specialization includes Retirement Planning, College Savings, 529 Planning, Estate Planning, and Mutual Funds. Peng Zhang offers investment advisory services to individuals and charitable organizations.

Firm Information

Peng Zhang 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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Peng Zhang’s Registration & Firm History

MI

12/09/2015 - Present

Hantz Financial Services, Inc. (OKEMOS MI)

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Licenses & Designations

IA

Issued 03/02/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peng Zhang.
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