Investment adviser representative · Zhang Financial
Giselle K. Schlubatis
CRD 5422796 · Portage, MI
At a glance
Giselle K. Schlubatis is an investment adviser representative with Zhang Financial in Portage, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Giselle’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Zhang FinancialSince September 2020Portage, MI · $8.4B in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Giselle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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