David Freeman

Financial advisor at Hantz Financial Services, Inc. · Bay City, MI

Last updated 2026-10-10

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David Freeman is a financial advisor at Hantz Financial Services, Inc. in Bay City, MI, CRD 6973777. Licenses and exams on the registration: Series 65. IAPD registration began 2019-12-18.

Registration

CRD number
6973777
Registration status
Active
IAPD registration
2019-12-18
Industry Experience
6 years
Work Experience
10 years
States registered
MI

Licenses and exams

  • Series 65

Work history

  • 2018-06 to Present · Hantz Tax and Business · Saginaw, MI
  • 2018-01 to 2018-06 · Blystone and Bailey Cpa · Mount Pleasant/midland, MI
  • 2017-06 to 2018-01 · St Brigid Parish · Midland, MI
  • 2016-06 to 2017-06 · Town and Country Supermarket · Pinconning, MI
  • 2016-05 to 2018-12 · Northwood University · Midland, MI

Current employment

SEC IAPD record for David Freeman

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

David Freeman is a financial advisor at Hantz Financial Services, Inc. in Bay City, MI. Reported securities licenses include Series 65. The latest record indicates 6 years of industry experience and 10 years of reported work history.

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, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and 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 David Freeman personally.

Reported ETF positions

Hantz Financial Services reports 407 ETF positions worth $3.1M on Form 13F; the largest are listed.

Largest ETF positions reported by Hantz Financial Services
FundReported 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.

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

115 First St., Bay City, MI 48708

13 advisors at this office.

Hantz Financial Services office in Bay City, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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