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Sierra Dakota Clow

Investment adviser representative at Hantz Financial Services, Inc.
12 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

12 years in the industry.

  1. Hantz Financial Services, Inc.Mar 2022 to now
  2. Hantz Financial ServicesJun 2021 to Aug 2021
  3. Chartwells High EducationSep 2020 to May 2021
  4. Chartwells Higher EducationNov 2019 to Mar 2020
  5. Mcdonald'sJun 2019 to Aug 2019
  6. Spring Arbor UniversitySep 2018 to May 2022
  7. Mcdonald'sNov 2016 to Feb 2019
  8. Big BoyMay 2016 to May 2017
  9. Napoleon High SchoolSep 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7391497
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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