Carlie C Anderson
Investment adviser representative at Hantz Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
$10BFirm assets
10 yearsFirm in business
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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
16 years in the industry.
- Hantz Financial Services, Inc.Jan 2018 to now
- Cuna Brokerage Services, Inc.Apr 2010 to Jan 2018
- Soo Co-op Credit UnionFeb 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5611581
- Firm CRD
- 46047