Raymond James Financial Services Advisors
43yrs
Top advisor by experience in Bay City
7yrs
David Freeman
Financial advisor at Hantz Financial Services
David Freeman is a fiduciary financial advisor in Bay City, Michigan, with 7 years in the industry. David joined Hantz Financial Services in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 87 advisors with offices in Bay City, and one of 85 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowHantz Financial Services, Inc.Current firm
Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Hantz Financial Services at 248-304-2855 and ask for David Freeman. David works from the Bay City, MI office.
How long has David been a financial advisor?
David has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David 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 David 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