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.
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.
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.
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.
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.
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.
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.