Kelly Lynn Russo
Investment adviser representative at Hantz Financial Services, Inc.
13 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
13 years in the industry.
- Hantz Financial Services, Inc.Jul 2020 to now
- Credit Union OneJun 2019 to Jul 2020
- Hantz BankMar 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6481401
- Firm CRD
- 46047