Stephanie WeintrobCRD Number: 5512044
Current Firm: Zhang Financial
Stephanie Weintrob (CRD# 5512044) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 6 years of experience in the finance industry.
|Zhang Financial LLC||Portage, MI||Nov 2012 - Current||3|
|Lpl Financial LLC||Portage, MI||Sep 2009 - Nov 2012||3|
|Zhang Financial||Portage, MI||Jan 2008 - Nov 2012||4|
|Lpl Financial LLC||Portage, MI||Jan 2008 - Sep 2009||1|
|Western Michigan University||Kalamazoo, MI||Jul 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management2,154MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$564,761
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, IL, IN, MI, NC, NJ, OH, TN, TX, VA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.