Nicholas Jeffrey Elliott
Investment adviser representative at Hantz Financial Services, Inc.
12 yearsExperience
5 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
12 years in the industry.
- Hantz Financial Services, Inc.Jun 2021 to now
- Dick's Sporting GoodsMay 2019 to Jun 2020
- Michigan State UniversityAug 2017 to May 2021
- Saginaw Valley Golf CourseMar 2017 to Aug 2019
- F.P. Horak CompanyMay 2016 to Mar 2017
- Bay City Western High SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CO, CT, IN, MI, WA).
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
- 7268671
- Firm CRD
- 46047