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Thomas Peter Petruzzello

Investment adviser representative at Hantz Financial Services, Inc.
18 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

18 years in the industry.

  1. Hantz Financial Services, Inc.Sep 2025 to now
  2. Pennas of SterlingMay 2021 to now
  3. Financial Services of AmericaJul 2025 to Jul 2025
  4. TargetApr 2024 to Jan 2025
  5. Michigan State UniversityAug 2021 to May 2025
  6. De La Salle CollegiateAug 2017 to May 2021
  7. UnemployedJul 2017 to Jul 2017
  8. St. Anne'sSep 2008 to Jun 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
8168011
Firm CRD
46047
Advisor's SEC record (opens in a new tab)
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