Rachel E Long
Investment adviser representative at Hantz Financial Services, Inc.
7 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
7 years in the industry.
- Hantz Financial Services, Inc.Sep 2020 to now
- Arlyn's Good BeerJun 2020 to Aug 2020
- Northwestern MutualMay 2020 to Aug 2020
- Norwegian Business SchoolJan 2020 to May 2020
- FrickersJun 2019 to Jan 2020
- Bowling Green State UniversityAug 2017 to May 2021
- USA SoccerMar 2017 to Aug 2019
- Frisch's Big BoyJun 2016 to Jan 2019
- St. Ursula AcademyAug 2013 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7252674
- Firm CRD
- 46047