# H&R BLOCK FINANCIAL ADVISORS, INC.

H&R BLOCK FINANCIAL ADVISORS, INC. of DETROIT, MI is an SEC-registered investment adviser.

## Registration

- CRD: 5979
- Type: SEC-registered investment adviser
- SEC file number: 801-62066
- Location: 719 GRISWOLD, SUITE 1700, DETROIT, MI, 48226
- Phone: 313-628-1200
- Latest filing: 2009-09-18
- Regulatory AUM: $2.4B
- Discretionary AUM: $39.1M
- Non-discretionary AUM: $2.3B
- Clients: 1,000
- Accounts: 18,734

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| SMITH JEFFREY ROBERT | VICE PRESIDENT | — |
| MADSEN KENNETH ANTHONY | CCO,VICE PRESIDENT; CHIEF COMPLIANCE OFFICER,VICE PRESIDENT; VICE PRESIDENT, REGULATORY AFFAIRS & RISK MANAGEMENT | — |
| FILDES LISA SUE | SECRETARY | — |
| BELLOLI STEVEN THOMAS | VICE PRESIDENT | — |
| MCASKIN DAN MICHAEL | VICE PRESIDENT, DIRECTOR OF OPERATIONS; VICE PRESIDENT, DIRECTOR OF OPERATIONS, DIRECTOR | — |
| ANTONOWICZ JANICE ELAINE | VICE PRESIDENT | — |
| ZELESNICK CHRISTOPHER MICHAEL | VICE PRESIDENT, DIVISIONAL SALES DIRECTOR; VICE PRESIDENT, SROP, DIVISIONAL SALES DIRECTOR | — |
| CONNOR NOLEN DUNCAN JR | CROP | — |
| ANDREW DAVID CRESWELL | CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT | — |
| COHEN JOAN KELLY | CEO, CAO, SVP; CEO, EVP, CFO; CEO, EVP, CFO, DIRECTOR (+5 more) | — |
| CLIFFORD TIMOTHY JOHN | DIVISIONAL SALES DIRECTOR, VP; VP, ENTERPRISE SCALE & TAX PARTNERING; VP, RECRUITING | — |
| LESSLEY LARRY BENTON | SROP | — |
| ALDRIDGE DOUGLAS RAY | SVP, NATIONAL SALES; SVP, NATIONAL SALES; DIRECTOR | — |
| ROOKER KEVIN SCOTT | VP, BUSINESS DEVELOPMENT | — |
| TOWNSEND MICHAEL WILLIAM | VP, DIVISIONAL DIRECTOR | — |
| BARNARD DOUGLAS LOWELL II | VP, DIVISIONAL DIRECTOR | — |
| GESCHKE DAVID EDWARD | SVP, CHIEF OPERATING OFFICER; SVP, CHIEF OPERATING OFFICER, DIRECTOR; SVP, CHIEF OPERATING OFFICER, DIVISIONAL DIRECTOR, DIRECTOR (+2 more) | — |
| THOMPSON DAVID JOHN | VICE PRESIDENT, DIO | — |
| FARLEY CATHERINE ELIZABETH | VICE PRESIDENT, CFO | — |
| KESTERSON BARBARA JO | CFO | — |
| CRACCHIOLO JAMES MICHAEL | DIRECTOR | — |
| SWEENEY JOSEPH EDWARD | DIRECTOR | — |
| NYGAARD BRIAN LEE | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| MOZAK PAUL L | CHIEF FINANCIAL OFFICER; VP OF FINANCE; CONTROLLER; VP OF FINANCE | — |
| DOYLE DAVID TIMOTHY | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/5979/brochure
- Similar advisers: https://search.stillhousedata.com/firm/5979/similar
- Related entities: https://search.stillhousedata.com/firm/5979/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/5979

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.