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Brandon Benjamin Matthews

Investment adviser representative at Hantz Financial Services, Inc.
4 yearsExperience
2 statesRegistered 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

4 years in the industry.

  1. Hantz Financial Services, Inc.Feb 2020 to now
  2. UnemployedJan 2020 to Jan 2020
  3. Level One BankMay 2019 to Aug 2019
  4. Green Cut Lawn ServicesMay 2017 to Jan 2019
  5. Albion CollegeAug 2016 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7218735
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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