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Kyle Brennen Bowerson

Investment adviser representative at Hantz Financial Services, Inc.
11 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

11 years in the industry.

  1. Hantz Financial Services, Inc.Jun 2025 to now
  2. Dvnn BoatsMay 2024 to Aug 2024
  3. Central Michigan UniversityAug 2023 to May 2025
  4. Wasen SchutzMay 2023 to Aug 2023
  5. Student PaintelsMay 2022 to Aug 2022
  6. St. Clair Community CollegeAug 2021 to Apr 2023
  7. Neimans Family MarketApr 2020 to Aug 2020
  8. MarysvilleAug 2017 to May 2021
  9. Marysville Middle SchoolAug 2015 to May 2017

Exams passed

  • 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
8071262
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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