Jacki Lynn Popadich
Investment adviser representative at Hantz Financial Services, Inc.
27 yearsExperience
10 statesRegistered in
ChFC®, CFP® certificationDesignations
$10BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Hantz Financial Services, Inc.Jun 1999 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 10 states (CA, FL, GA, IL, IN, MI, NC, NH, OH, TX).
Hantz Financial Services, Inc.
$10BAssets managed
24,070Clients
397Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202406
- Firm CRD
- 46047