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Daniel Stevens

Senior VP at Hantz Financial Services

Investment adviser and broker registrations

Daniel Stevens is Senior VP of Hantz Financial Services, Inc., a Southfield investment adviser managing $10B. Daniel Stevens has been registered as an investment adviser representative through Hantz Financial Services since 16 March 2011, has 15 years in the industry across 1 firm and has passed the Series 7, Series 66 and Series 24.

15
Years in industry
15
Years at firm
1
Adviser firms
3
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Daniel Stevens has been Senior VP of Hantz Financial Services since May 2024. Daniel Stevens is a control person of the firm and directly owns under 5% of it.

Hantz Financial Services, Inc. is a Southfield, MI firm with $10B under management, 24,070 clients and 333 advisers across 21 offices, as of its September 2026 filing.

  1. – present · 15 years
    , · Adviser representative · Firm CRD 46047

Credentials and registrations

Investment adviser representative registrations

California7 November 2014
Status
Approved
Florida22 January 2015
Status
Approved
Michigan16 March 2011
Status
Approved

Examinations

Series 2412 April 2022
Name
General Securities Principal Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 6623 February 2011
Name
Uniform Combined State Law Examination
Series 713 January 2011
Name
General Securities Representative Examination

Individual record

Full name
Daniel Joseph Stevens
CRD
5868523

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Daniel Stevens work?

Daniel Stevens has been Senior VP of Hantz Financial Services, Inc. since May 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 September 2026

Is Daniel Stevens a financial advisor?

Yes. Daniel Stevens has a current investment-adviser registration in California, Florida and Michigan, through Hantz Financial Services since March 2011.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Daniel Stevens have?

Daniel Stevens has 15 years in the financial industry, since January 2011, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Daniel Stevens passed?

Daniel Stevens has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2011. FINRA credited Daniel Stevens with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Hantz Financial Services

Sources

  1. IAPD individual record, CRD 5868523. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hantz Financial Services, Inc., filed 8 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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