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Hailie Jean Quartz

Investment adviser representative at Hantz Financial Services, Inc.
10 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

10 years in the industry.

  1. Hantz Financial Services, Inc.Sep 2021 to now
  2. Village FordJan 2021 to Sep 2021
  3. UnemployedJul 2020 to Dec 2020
  4. New Image Building ServicesFeb 2020 to Jun 2020
  5. SubwayJan 2016 to Feb 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

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
7414491
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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