Adviser and broker representative · Hantz Financial Services, Inc.
Patricia L. Khoe
CRD 5751463 · Ann Arbor, MI
At a glance
Patricia L. Khoe is an investment adviser representative with Hantz Financial Services, Inc. in Ann Arbor, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2013, about 13 years ago. Patricia is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Hantz Financial Services, Inc.Since July 2013Ann Arbor, MI · $10B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Patricia’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
- Locked
- 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.
- Michael G. AddorAnn Arbor · Certified Financial Planner, Chartered Financial Consultant
- Kassem M. AtwiAnn Arbor
- Craig E. BlasimanAnn Arbor · Certified Financial Planner
- Vincent H. BuzolitsAnn Arbor · Certified Financial Planner, Chartered Financial Consultant
- Alexander J. CalderwoodAnn Arbor
- Michael L. CarmoucheAnn Arbor · Certified Financial Planner, Chartered Financial Consultant
- Zachary G. CepoAnn Arbor
- Drake A. ChwalibogAnn Arbor
Every advisor at Hantz Financial Services, Inc. →Hantz Financial Services, Inc.: assets, clients and custodians →Financial advisors in Ann Arbor, MI →Every Hantz Financial Services, Inc. advisor in Ann Arbor →Advisor Moves: who changed firms this week →