Wen-liang Huang, financial advisor Bellevue WA

Wen-liang Huang

CRD Number: 5808991
Current Firm: Zion Financial Planning, LLC

Wen-liang Huang (CRD# 5808991) is an Investment Advisor Representative working at Zion Financial Planning, LLC in Bellevue, WA and has over 9 years of experience in the finance industry. Wen-liang Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Zion Financial Planning, LLC Redmond, WA Jun 2017 - Current 2
Securian Financial Services, Inc. St. Paul, MN Sep 2016 - Jul 2017 < 1
Minnesota Life Insurance Company St. Paul, MN Sep 2016 - Jul 2017 < 1
Eagle Strategies LLC Bellevue, WA Aug 2016 - Sep 2016 < 1
Nylife Securities LLC Bellevue, WA Jul 2016 - Sep 2016 < 1
Waddell & Reed, Inc. Bellevue, WA Dec 2013 - Jun 2016 2
Transamerica Financial Advisors, Inc. Bellevue, WA Feb 2013 - Dec 2013 < 1
World Financial Group, Inc. Bellevue, WA Jan 2013 - Dec 2013 < 1
The Boeing Company Seattle, WA Aug 2001 - Nov 2013 12
Mml Investors Services Inc. Seattle, WA Jul 2010 - Dec 2012 2
Massmutual Life Insurance Company Seattle, WA Jun 2010 - Dec 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Wen-liang Huang
Phone Number: 4253013313
Firm Website: http://www.zionfp.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $87,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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