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Brady Thomas Burns

Investment adviser representative at Hantz Financial Services, Inc.
20 yearsExperience
13 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

20 years in the industry.

  1. Hantz Financial Services, Inc.Feb 2011 to now
  2. Hantz FinancialMay 2006 to now

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 13 states (FL, IA, IL, IN, KY, LA, MI, NC, NJ, OH, OR, PA, 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
5140970
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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