UBS Financial Services
44yrs
Top advisor by experience in Davison
26yrs
John Beebe is a financial advisor in Davison, Michigan, with 26 years in the industry. John joined Hantz Financial Services in 2011, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 10% by experience at Hantz Financial Services
Office625 South State Road, Davison, MI 48423
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$420,083
Advisors at the firm397
States licensed ?1 state
Services through Hantz Financial Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowHantz Financial Services, Inc.Current firm
Contact John
625 South State RoadDavison, MI 48423Office · Get directions Firm main line(248) 304-2855Headquarters: Hantz Financial Services · Southfield, MI Firm websitewww.hantzgroup.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Hantz Financial Services at (248) 304-2855 and ask for John Beebe. John works from the Davison, MI office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 10% by experience at Hantz Financial Services.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Hantz Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Edward Jones
37yrs
Top 1% by experience at Edward Jones
Raymond James Financial Services Advisors
29yrs
Top 11% by experience in Davison
Raymond James Financial Services Advisors
26yrs
Top 19% by experience in Davison
Equitable Advisors
25yrs
Top 22% by experience in Davison
Hantz Financial Services
25yrs
Top 13% by experience at Hantz Financial Services