Raymond James Financial Services Advisors
43yrs
Top advisor by experience in Bay City
20yrs
Patrick Nelson
Full name on record: Patrick Christopher Nelson
Financial advisor at Hantz Financial Services
Patrick Nelson has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Bay City, Michigan. Patrick has been with Hantz Financial Services since 2011. Patrick holds the CFP® designation.
One of 87 advisors with offices in Bay City, and one of 85 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 23% by experience at Hantz Financial Services
Office115 First St., Bay City, MI 48708
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.
Career
- 2011 – nowHantz Financial Services, Inc.Current firm
Contact Patrick
(248) 304-2855Firm headquarters in Southfield, MI. Ask for Patrick. 115 First St.Bay City, MI 48708Office · Get directions Firm websiteHTTP://WWW.HANTZGROUP.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Hantz Financial Services at (248) 304-2855 and ask for Patrick Nelson. Patrick works from the Bay City, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. Top 23% by experience at Hantz Financial Services.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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
Professional Analysts
42yrs
Top 2% by experience in Bay City
Raymond James & Associates
38yrs
Top 3% by experience in Bay City
LPL Financial
37yrs
Top 5% by experience in Bay City
Osaic Wealth
35yrs
Top 6% by experience in Bay City
Osaic Wealth
34yrs
Top 7% by experience in Bay City