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Phillip Thomas Pelland

Hantz Financial Services, Inc.

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About Phillip Thomas Pelland

Phillip Thomas Pelland is a registered representative with Hantz Financial Services, Inc. Phillip is a licensed investment advisor representative in the state of Michigan. Phillip has been in the financial services industry since August 2021. Hantz Financial Services, Inc. is a registered investment adviser with the SEC. The firm has offices in Southfield and Okemos, Michigan. The firm serves a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm's clients have access to a wide range of financial services, including investment management, financial planning, and retirement planning.

Firm Information

Phillip Pelland 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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Phillip Pelland’s Registration & Firm History

MI

02/07/2022 - Present

Hantz Financial Services, Inc. (OKEMOS MI)

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Licenses & Designations

BOTH

Issued 01/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Thomas Pelland.
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