John F. Machcinski
Professional summary
John Francis Machcinski, CFP® is a registered financial advisor currently at HANTZ FINANCIAL SERVICES, INC. located in Maumee, Ohio.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. John has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 1, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Francis Machcinski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Francis Machcinski's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 1999 - Present
HANTZ FINANCIAL SERVICES, INC.
Office #1: 1540 S. Holland-sylvania, Maumee, OH 43537June 23, 1999 - Present
HANTZ FINANCIAL SERVICES, INC.
Office #1: 1540 S. Holland-sylvania, Maumee, OH 43537December 11, 1997 - June 25, 1999
VESTAX SECURITIES CORPORATION
October 29, 1997 - January 9, 1998
EAST - WEST CAPITAL CORPORATION
June 1, 1978 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
June 1, 1978 - October 28, 1997
IDS LIFE INSURANCE COMPANY
June 1, 1978 - October 28, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
HANTZ FINANCIAL SERVICES, INC.
CRD#: 46047 / SEC#: 801-106859, 8-51291
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/11/2005)
(9/21/2007)
(12/12/2007)
(1/1/2005)
(2/2/2011)
(5/12/1999)
(7/8/1999)
(11/20/2007)
(11/20/2007)
(5/7/2007)
(5/21/2007)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 1
Date: 5/25/1978
Registered Representative ExaminationFINRA
Current Firm
HANTZ FINANCIAL SERVICES, INC.
CRD#: 46047 / SEC#: 801-106859, 8-51291
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HANTZ GROUP, INC. | PARENT COMPANY | |
| ARNOLD, DAVID JOSEPH | SENIOR VP | 6738208 |
| BEEBE, JOHN FREDERICK | SENIOR VP | 4151293 |
| ESCOBEDO, SAMANTHA TRACY | SENIOR VP | 6554885 |
| HANTZ, JOHN RUSSELL | DIRECTOR | 1462066 |
| HANTZ, KIMBERLY DIANE | DIRECTOR | 5109009 |
| HANTZ, LAUREN CHRISTINE | DIRECTOR | 6737867 |
| JAMES, TIMOTHY C | SENIOR VP | 4751106 |
| MACHCINSKI, JOHN FRANCIS | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | 853028 |
| MCALEAR, THOMAS CRAIG | DIRECTOR | 7517087 |
| MCCLAIN, ROBERT MATTHEW | SENIOR VP | 4768883 |
| NATALE, ANTONIO ANDRE | VICE PRESIDENT OF ASSET MANAGEMENT | 4268947 |
| RACINE, JAMIE MILLER | SENIOR VP | 4585375 |
| REID, MICHAEL ORAS | SENIOR VP | 1923539 |
| SHEA, DAVID JOSEPH | DIRECTOR | 5109005 |
| SOPER, JEFFERY HAROLD | SENIOR VP | 2205971 |
| STEVENS, DANIEL JOSEPH | SENIOR VP | 5868523 |
| YAROCH, RENEE ANN | VP/CFO/FINOP/PRINCIPAL OPERATIONS OFFICER | 2040518 |
Regulatory assets under management
| Total Number of Accounts | 111,576 |
| AUM (Assets Under Management) | $ 7,817,501,016 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.