Kathryn Quick Morgan
Investment adviser representative at Hantz Financial Services, Inc.
19 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
19 years in the industry.
- Hantz Financial Services, Inc.Jul 2025 to now
- Hantz Tax and BusinessAug 2024 to now
- Ey LLPMay 2022 to Aug 2024
- Kpm6 LLPJan 2020 to May 2022
- Ey LLPSep 2007 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7971429
- Firm CRD
- 46047