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Susan Brys

Hantz Financial Services, INC.
21 Years of Experience
Southfield, MI
1 DisclosureBroker
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Susan Brys is a registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 21 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B in assets under management.

Hantz Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
397 advisors
Number of Clients
24,070 clients
Average Client Portfolio
$415K average
Assets Under Management
$10.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26200 American Drive, Fifth Floor, Southfield, MI, 48034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Susan is a Mary Kay beauty consultant, selling their products from a home-based business. This activity is not investment-related and takes about 10-20% of her time.

Employment History
Current Registrations
Hantz Financial Services, INC.
August 2011 - Present · 15 yrs 2 mos
Hantz Financial Services, INC.Broker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - February 2011 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
October 2009 - February 2011 · 1 yr 4 mos
Ameriprise Advisor Services, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
Ameriprise Advisor Services, INC.
May 2006 - October 2009 · 3 yrs 5 mos
H&r Block Financial Advisors, INC.
July 2004 - April 2005 · 9 mos
H&r Block Financial Advisors, INC.Broker
April 2004 - April 2005 · 1 yr
State Registrations1 state
MI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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