DM
CFP
DM
CFP

Daniel Mckenna

22 Years of Experience
Ann Arbor, MI
1 DisclosureBroker

Daniel Mckenna is a CFP-designated registered investment advisor at Hantz Financial Services, INC., based in Ann Arbor, MI, with 22 years of industry experience. Daniel 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.

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
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Location

2400 Green Road, Ann Arbor, MI, 48105

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History

Regulatory History (1)
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Customer Dispute
February 2026
Pending
Employment History
Current Registrations
Hantz Financial Services, INC.
February 2011 - Present · 15 yrs 8 mos
Hantz Financial Services, INC.Broker
August 2004 - Present · 22 yrs 2 mos
State Registrations21 states
CACOFLGAILINKSMAMDMIMNMONCNVNYOHSCTNTXUTWA
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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