HANTZ FINANCIAL SERVICES, INC.

HTTP://WWW.HANTZGROUP.COM • SOUTHFIELD, MI • Broker-Dealer • Investment Advisor How do I update this listing?

Download 13F Summary Create Email Alert

Hantz Financial Services is based out of Southfield. Hantz Financial Services is a large advisory firm with 16524 clients and discretionary assets under management (AUM) of $5,652,197,703 (Form ADV from 2022-03-17). Their last reported 13F filing for Q2 2022 included $278,128,000 in managed 13F securities and a top 10 holdings concentration of 93.75%. Hantz Financial Services's largest holding is iShares Core U.S. Aggregate Bond ETF- with shares held of 413,834. Whalewisdom has at least 10 13F filings

06/30/2022

13F Activity

  • Market Value $278.128 Million
  • Prior Market Value $318.147 Million
  • New Purchases14 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 93.75 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 3.98%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HANTZ FINANCIAL SERVICES, INC.
26200 AMERICAN DRIVE FIFTH FLOOR
SOUTHFIELD MI    48034
Country: United States
Business Phone: 248-304-2855
Fax: 248-223-0199
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 318
Other Business Activities: broker-dealer,insurance broker or agent,,MORTGAGE BROKER
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 16524
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2022-03-17
Name Title Start Date Direct/Indirect % Ownership
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
JAMES, TIMOTHY C SENIOR VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
TURNER, GARRETT ARTHURS SENIOR VP 08/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2021-08-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
BIRCHMEIER, JAY ROBERT REGION MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. REGION MANAGER direct 2018-01-01
GREGORY, GEORGE W DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
JAMES, TIMOTHY C SENIOR VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
TOURANGEAU, CHARLES FRANK SENIOR VP 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2020-12-17
Name Title Start Date Direct/Indirect % Ownership
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
BIRCHMEIER, JAY ROBERT REGION MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. REGION MANAGER direct 2018-01-01
GREGORY, GEORGE W DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
JAMES, TIMOTHY C SENIOR VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
MC CLAIN, LISA CARMELLA SENIOR VP 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2008-10-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2020-06-12
Name Title Start Date Direct/Indirect % Ownership
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
BIRCHMEIER, JAY ROBERT REGION MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. REGION MANAGER direct 2018-01-01
GREGORY, GEORGE W DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
JAMES, TIMOTHY C SENIOR VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
MC CLAIN, LISA CARMELLA SENIOR VP 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2008-10-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
BIRCHMEIER, JAY ROBERT REGION MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. REGION MANAGER direct 2018-01-01
GREGORY, GEORGE W DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
JAMES, TIMOTHY C SENIOR VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
MC CLAIN, LISA CARMELLA SENIOR VP 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2008-10-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

HANTZ FINANCIAL SERVICES, INC.

ownership team - last updated 2017-10-12
Name Title Start Date Direct/Indirect % Ownership
BEEBE, JOHN FREDERICK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
MACHCINSKI, JOHN FRANCIS PRESIDENT/SECRETARY 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PRESIDENT/SECRETARY direct 2005-10-01
GREGORY, GEORGE W DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
HANTZ, KIMBERLY DIANE DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
SHEA, DAVID JOSEPH DIRECTOR 02/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 2006-02-01
JAMES, TIMOTHY C DISTRICT MANAGER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DISTRICT MANAGER direct 2014-03-01
RACINE, JAMIE MILLER SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
MCCOLLUM, DUANE ALAN SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
TOURANGEAU, CHARLES FRANK SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
VETTEL, EDWARD ERWIN JR CCO 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CCO direct 2010-06-01
HANTZ GROUP, INC. PARENT COMPANY 12/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. PARENT COMPANY direct 1999-12-01
DOMBECK, DEBRA ANN CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. CHIEF OPERATING OFFICER direct 2010-01-01
SOPER, JEFFERY HAROLD SENIOR VP 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2010-01-01
YAROCH, RENEE ANN VP/CFO/FINOP 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. VP/CFO/FINOP direct 2002-04-01
MC CLAIN, LISA CARMELLA SENIOR VP 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 2008-10-01
REID, MICHAEL ORAS SENIOR VP 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. SENIOR VP direct 1998-06-01
HANTZ, JOHN RUSSELL DIRECTOR 08/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01
HANTZ, JOHN RUSSELL SHAREHOLDER HANTZ GROUP, INC. 06/01/1998 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HANTZ FINANCIAL SERVICES, INC. DIRECTOR direct 1997-08-01
HANTZ FINANCIAL SERVICES, INC. SHAREHOLDER indirect 1998-06-01

Elevate your investments