Zhang Financial

Zhang Financial (CRD# 159257) is a financial advisory firm headquartered in Portage, MI. They manage $2,712,917,102 in 4,184 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,713
    MILLION
  • Total Number of Accounts
    4,184
    ACCOUNTS
  • Average Account Value
    $648,403
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, MI, NC, NJ, NY, OH, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Zhang Financial
Showing 1 - 10 of 13 top financial advisors.
1
Lynn L. Chen-Zhang
CRD#: 3125565
Portage, MI 49024

Lynn Chen-Zhang (CRD# 3125565) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 20 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
Amanda M. Hartman
CRD#: 5110995
Portage, MI 49024

Amanda Hartman (CRD# 5110995) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 8 years of experience in the finance industry.

3
Levi J. Hendershott
CRD#: 6376367
Portage, MI 49024

Levi Hendershott (CRD# 6376367) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 4 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.

4
Christine M. Lindberg
CRD#: 5092775
Portage, MI 49024

Christine Lindberg (CRD# 5092775) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 13 years of experience in the finance industry.

5
David W. Marshall
CRD#: 6867564
Portage, MI 49024

David Marshall (CRD# 6867564) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.

6
Robert S. McDougall
CRD#: 5892020
Portage, MI 49024

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.

7
Robert W. Nelson
CRD#: 2313529
Portage, MI 49024

Robert Nelson (CRD# 2313529) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 26 years of experience in the finance industry. Robert Nelson 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.

8
Rachel B. Packer
CRD#: 4867495
Portage, MI 49024

Rachel Packer (CRD# 4867495) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 14 years of experience in the finance industry.

9
Barbara C. Robbins
CRD#: 1260604
Portage, MI 49024

Barbara Robbins (CRD# 1260604) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 27 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.

10
Kolby L. Smith
CRD#: 5905157
Portage, MI 49024

Kolby Smith (CRD# 5905157) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 8 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.

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