Hantz Financial Services
22yrs
Top advisor by experience in Sault Ste. Marie
14yrs
Jonathon Coe
Full name on record: Jonathon Christopher Coe
Financial advisor at Hantz Financial Services
Based in Sault Ste. Marie, Michigan, Jonathon Coe is a fiduciary financial advisor with 14 years of industry experience. Jonathon has been with Hantz Financial Services since 2022. Jonathon holds the CFP® designation.
One of 15 advisors with offices in Sault Ste. Marie, and one of 15 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 66% of advisors at Hantz Financial Services
Office320 Ashmun Street, Sault Ste. Marie, MI 49783
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 66Uniform Combined State Law Examination
Career
- 2022 – nowHantz Financial Services, Inc.Current firm
- 2013 – 2022Hantz Financial Services, Inc.Previously
Contact Jonathon
320 Ashmun StreetSault Ste. Marie, MI 49783Office · Get directions Firm main line(248) 304-2855Headquarters: Hantz Financial Services · Southfield, MI Firm websitewww.hantzgroup.com
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Questions to ask Jonathon
Tailored to Jonathon’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathon
How do I contact Jonathon?
Call Hantz Financial Services at (248) 304-2855 and ask for Jonathon Coe. Jonathon works from the Sault Ste. Marie, MI office.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2012, about 14 years. More experience than 66% of advisors at Hantz Financial Services.
What licenses does Jonathon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon 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 Jonathon 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.
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