Zhang Financial

Zhang Financial (CRD# 159257) is a financial advisory firm headquartered in Portage, MI. They manage $2,154,000,000 in 3,814 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,154
    MILLION
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $564,761
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MI, NC, NJ, OH, TN, TX, VA, WI

Financial Advisors at Zhang Financial
Showing 1 - 8 of 8 top financial advisors.
1
Lynn L. Chen-Zhang
CRD#: 3125565
5931 Oakland Dr., Portage, MI 49024
96
Wealthminder
score

Lynn Chen-Zhang (CRD# 3125565) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 18 years of experience in the finance industry. Lynn Chen-Zhang 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.

2
Jessica L. Rossana
CRD#: 4866933
5931 Oakland Dr., Portage, MI 49024
96
Wealthminder
score

Jessica Rossana (CRD# 4866933) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 11 years of experience in the finance industry. Jessica Rossana 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.

3
Christopher J. Tarkowski
CRD#: 5272308
5931 Oakland Dr., Portage, MI 49024
96
Wealthminder
score

Christopher Tarkowski (CRD# 5272308) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 10 years of experience in the finance industry. Christopher Tarkowski 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.

4
Christine M. Lindberg
CRD#: 5092775
5931 Oakland Dr., Portage, MI 49024
93
Wealthminder
score

Christine Lindberg (CRD# 5092775) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 11 years of experience in the finance industry.

5
James J. Walsh
CRD#: 4756625
5931 Oakland Dr., Portage, MI 49024
93
Wealthminder
score

James Walsh (CRD# 4756625) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 10 years of experience in the finance industry.

6
Stephanie M. Weintrob
CRD#: 5512044
5931 Oakland Dr., Portage, MI 49024
93
Wealthminder
score

Stephanie Weintrob (CRD# 5512044) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 7 years of experience in the finance industry.

7
Jeremiah Ludington
CRD#: 6328663
5931 Oakland Dr., Portage, MI 49024
88
Wealthminder
score

Jeremiah Ludington (CRD# 6328663) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 3 years of experience in the finance industry.

8
Charles C. Zhang
CRD#: 2149094
5931 Oakland Dr., Portage, MI 49024
86
Wealthminder
score

Charles Zhang (CRD# 2149094) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 26 years of experience in the finance industry. Charles Zhang 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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