Zhang Financial
Zhang Financial (CRD# 159257) is a financial advisory firm headquartered in Portage, MI. They manage $5,043,963,628 in 5,846 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management5,044MILLION
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Total Number of Accounts5,846ACCOUNTS
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Average Account Value$862,806
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
Lynn Chen-Zhang (CRD# 3125565) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 25 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.
Amanda Hartman (CRD# 5110995) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 13 years of experience in the finance industry.
Levi Hendershott (CRD# 6376367) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 9 years of experience in the finance industry. Levi Hendershott 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.
Cameron Kleinheksel (CRD# 5896419) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 12 years of experience in the finance industry. Cameron Kleinheksel 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.
Christine Lindberg (CRD# 5092775) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 17 years of experience in the finance industry.
David Marshall (CRD# 6867564) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 6 years of experience in the finance industry. David Marshall 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.
Robert McDougall (CRD# 5892020) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.
Barbara Robbins (CRD# 1260604) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 31 years of experience in the finance industry. Barbara Robbins 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.
Kolby Smith (CRD# 5905157) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 12 years of experience in the finance industry. Kolby Smith 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.
Ellen Winter (CRD# 2974944) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 25 years of experience in the finance industry. Ellen Winter 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.