Adviser and broker representative · Hantz Financial Services, Inc.
Carlie C. Anderson
CRD 5611581 · Sault Ste. Marie, MI
At a glance
Carlie C. Anderson is an investment adviser representative with Hantz Financial Services, Inc. in Sault Ste. Marie, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carlie’s SEC record dates to 2010, about 16 years ago. Carlie is also registered as a broker representative.
Current advisory firm
- Hantz Financial Services, Inc.Since February 2018Sault Ste. Marie, MI · $10B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Carlie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Hantz Financial Services, Inc.
- Jonathon C. CoeSault Ste. Marie · Certified Financial Planner
- Joshua C. HesterSault Ste. Marie
- Jakob P. HopkinsSault Ste. Marie
- Patricia A. ScheskeSault Ste. Marie
- Thomas E. ShermanSault Ste. Marie
- Michael G. AddorAnn Arbor · Certified Financial Planner, Chartered Financial Consultant
- Daniel AlarieBay City
- James A. AlbaneseWilloughby · Certified Financial Planner, Chartered Financial Consultant
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