Connor M Smith
Financial advisor at Hantz Financial Services, Inc. · Midland, MI
Last updated 2026-10-10
Claim your profileConnor M Smith is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, CRD 7698565. Licenses and exams on the registration: Series 66. IAPD registration began 2024-03-06.
Registration
- CRD number
- 7698565
- Registration status
- Active
- IAPD registration
- 2024-03-06
- Industry Experience
- 2 years
- Work Experience
- 13 years
- States registered
- MI
Licenses and exams
- Series 66
Work history
- 2022-04 to 2024-01 · Lucky's Steakhouse · Midland, MI
- 2017-09 to 2021-06 · Brighton High School · Brighton, MI
- 2021-08 to 2022-03 · Vivante French Eatery · Carmel, IN
- 2020-04 to 2020-09 · Quality Craftmenship · Sanford, MI
- 2018-06 to 2018-09 · Wallace Landscaping · Sanford, MI
- 2013-09 to 2017-06 · Meridian Middle School · Sanford, MI
- 2023-01 to Present · Hantz Financial Services · Southfield, MI
- 2017-07 to 2017-08 · Unemployed · Sanford, MI
Current employment
- Hantz Financial Services, Inc. · Southfield, MI
Hantz Financial Services, Inc.
- Regulatory AUM
- $10,000,548,132
- Registered advisors
- 396
- Offices
- 32
- Clients per advisor
- 60.8 (Moderate)
- Average AUM per client
- $415.5K (Low)
- High-net-worth client ratio
- 10.1% (Low)
Hantz Financial Services, Inc.: advisors, services and reported ETF investments
About
Connor M Smith is a financial advisor at Hantz Financial Services, Inc. in Midland, MI. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 13 years of reported work history. Reported roles include Hantz Financial Services, Lucky's Steakhouse, Vivante French Eatery, Brighton High School, among others.
Hantz Financial Services, Inc.'s firm-level Form ADV reports 396 advisors across 32 offices; approximately 60.8 clients per advisor, average assets per client of $415,478, and regulatory AUM of $10B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.1M across 407 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Connor M Smith personally.
Reported ETF positions
Hantz Financial Services reports 407 ETF positions worth $3.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $546.4K |
| IEFA — iShares Core MSCI EAFE ETF | $294.8K |
| IVOO — Vanguard S&P Mid-Cap 400 ETF | $249.9K |
| AGG — iShares Core U.S. Aggregate Bond ETF | $236.4K |
| BUSA — Brandes U.S. Value ETF | $216.9K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hantz Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | TSPA — T. Rowe Price U.S. Equity Research ETF | $45 | Top 99.6% | Peer conviction 78.3% · Active return +3.29% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $45 | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $73 | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | USD — ProShares Ultra Semiconductors | $42 | Top 96.9% | Replicability (R²) 48.7% · Residual Sharpe 0.09 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hantz Financial Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2205 Ridgewood Drive, Midland, MI 48642
31 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 248-304-2855
- Website: hantzgroup.com
Official record
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