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H&R Block Financial Advisors, Inc. (Detroit)


H&R Block Financial Advisors, Inc. is a large advisory firm based in Detroit. It manages $2.86 billion of regulatory assets for 18,873 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

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H&R Block Financial Advisors provides financial planning services, pension consulting services, and market timing services. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

H&R Block Financial Advisors: assets under management

The assets under management (AUM) of H&R Block Financial Advisors, Inc. is $2.86 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.19 million in discretionary accounts and $2.81 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $164.82 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay H&R Block Financial Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at H&R Block Financial Advisors, Inc.

Jeffery William Yabuki has been acting as President since 1 Aug 2005. David Edward Geschke joined the executive team most recently as the Svp, Chief Operating Officer, Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Janice Elaine Antonowicz Vice president 1 Feb 1988 Other 734440
Lisa Sue Fildes Secretary 1 Oct 1988 Other 1596975
Greg C Naypaver Vice president 1 Dec 1991 Other 717889
Olde Financial Corporation Shareholder 1 Apr 1992 75% - 100% 38-2722519
Hrb Financial Corporation Shareholder 1 Apr 1992 75% - 100% 38-2722519
Michael Scott Clements Vice president 1 Dec 1992 Other 1246995
Patrick David Mcgorisk Vice president 1 Dec 1992 Other 1495358
Ralph Timothy Albers Vice president 1 Jan 1995 Other 1388247
Daniel Stewart Bryson Vice president 1 Jan 1995 Other 1572472
Michael Anthony Barrella Vice president 1 Dec 1995 Other 1455748
Robert Gerard Devita Vice president 1 Dec 1996 Other 1865964
Steven Thomas Belloli Vice president 1 Jan 1998 Other 2276198
Dan Michael Mcaskin Vice president, director of operations 1 May 2000 Other 1099566
David Creswell Andrew Chief legal officer, senior vice president 1 Jul 2000 Other xxx-xx-xxxx
Kenneth Anthony Madsen Cco,vice president 1 Dec 2000 Other 1126819
Christopher Michael Zelesnick Vice president, srop, divisional sales director 1 Dec 2000 Other 1257500
Nolen Duncan Jr Connor Crop 1 Dec 2000 Other 1100203
Timothy John Clifford Divisional sales director, vp 1 Oct 2001 Other 1061464
Thomas Patrick Fitzgerald Coo, exec.v.p. 1 Nov 2001 Other 2617750
Brian Lee Nygaard President, chief executive officer 1 Mar 2002 Other 1257931
John Thompson Vice president, dio 1 Mar 2002 Other 4499332
Joan Kelly Cohen Chief administrative officer, sr. vice president 1 May 2002 Other 4489006
Catherine Elizabeth Farley Vice president, cfo 1 Oct 2002 Other 2314911
Kevin Neal Harris Divisional sales director, vp 1 Jan 2003 Other 2083536
Leslie Jo Filson Vice president, strategic relations 1 Jul 2003 Other 1607002
Joan Kelly Cohen Cfo, cao, svp 1 Sep 2003 Other 4489006
William Cabell Prest Vice president, field development 1 Oct 2003 Other 2117937
Barbara Stroup Stewart Vice president 1 Jan 2004 Other 1415062
Ernest Robert Smith Vice president 1 Feb 2004 Other 2362379
Larry Benton Lessley Srop 1 May 2004 Other 1333632
Joan Kelly Cohen Ceo, cao, svp 1 Jan 2005 Other 4489006
Barbara Jo Kesterson Cfo 1 Jan 2005 Other 2747533
Douglas Ray Aldridge Svp, national sales 1 Jan 2005 Other 850480
Jeffery William Yabuki Director 1 Aug 2005 Other 1788737
Joan Kelly Cohen Ceo, evp, cfo 1 Oct 2005 Other 4489006
Dan Michael Mcaskin Vice president, director of operations, director 1 Nov 2005 Other 1099566
Kevin Scott Rooker Vp, business development 1 Jan 2006 Other 1017897
Timothy John Clifford Vp, recruiting 1 Feb 2006 Other 1061464
Douglas Ray Aldridge Svp, national sales; director 1 Feb 2006 Other 850480
Michael William Townsend Vp, divisional director 1 Mar 2006 Other 2244230
Douglas Lowell Ii Barnard Vp, divisional director 1 Mar 2006 Other 2212346
David Edward Geschke Vp, divisional director 1 Mar 2006 Other 1618774
Joan Kelly Cohen President, ceo, cfo, director 1 Mar 2006 Other 4489006
Andrew Milton Iii Kistler Vp, divisional director 1 May 2006 Other 1198130
Paul L Mozak Controller; vp of finance 1 Jun 2006 Other 5050015
William Henry Iv Meyer Vice president 1 Aug 2006 Other 2167251
Kenneth Anthony Madsen Vice president, regulatory affairs & risk management 1 Sep 2006 Other 1126819
David Timothy Doyle Vice president, chief compliance officer 1 Sep 2006 Other 2552281
David Edward Geschke Svp, chief operating officer 1 Dec 2007 Other 1618774
Paul L Mozak Chief financial officer; vp of finance 1 Dec 2007 Other 5050015
Timothy John Clifford Vp, enterprise scale & tax partnering 1 Feb 2008 Other 1061464
David Edward Geschke Svp, chief operating officer, director 1 Apr 2008 Other 1618774

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Block Financial Corporation Shareholder 1 Dec 1999 75% - 100% 52-1781495
Inc. H & R Block Shareholder 1 Dec 1999 75% - 100% 44-0607856
Inc. H&R Block Group Shareholder 1 Dec 1999 75% - 100% 51-0346323

Based in Detroit

The principal office where H&R Block Financial Advisors, Inc. performs its advisory services is located at 719 Griswold, Detroit, MI 48226, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach Gardens, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 313-628-1200 or by fax 313-628-1414. The normal business hours are 8:00 am - 5:00 pm et on Monday - Friday. You can find more information about the New York firm at investment-center.hrblock.com.


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