Financial ADVSR advisor directory · SEC adviser records
Zhang Financial financial advisors in Michigan
Every SEC-registered investment adviser representative at a Zhang Financial office in Michigan, by city and A to Z.
The short answer
20 registered advisors work at Zhang Financial in Michigan, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Portage (19). 14 list the CFP designation and 0 are also registered broker representatives.
Zhang Financial advisors by city in Michigan
Every firm in Michigan →Zhang Financial advisors in Michigan, A to Z
Search by name →- Skylar J. BusPortage · Chartered Financial Consultant
- Lynn L. Chen-ZhangPortage · Certified Financial Planner
- Amanda M. HartmanPortage
- Levi J. HendershottPortage · Certified Financial Planner
- Cameron T. KleinhekselPortage · Certified Financial Planner
- Preston B. KoslakiewiczPortage · Certified Financial Planner
- Christine M. LindbergPortage
- Kyle J. MackPortage · Certified Financial Planner
- David W. MarshallPortage · Certified Financial Planner
- Robert S. McDougallPortage · Chartered Financial Analyst
- Jack T. OmbryPortage · Certified Financial Planner
- Giselle K. SchlubatisPortage · Certified Financial Planner
- Kolby L. SmithPortage · Certified Financial Planner
- Tyler A. SoaresPortage · Certified Financial Planner, Chartered Financial Analyst
- Kyle J. TriemstraPortage · Certified Financial Planner
- Travis G. VeenhuisBloomfield Hills · Certified Financial Planner
- Alex C. ZhangPortage · Certified Financial Planner, Chartered Financial Analyst
- Charles C. ZhangPortage · Certified Financial Planner, Chartered Financial Consultant
- Tianxing ZhengPortage · Chartered Financial Analyst
- Yuanlei ZhuPortage · Chartered Financial Analyst
Zhang Financial advisors in every state →Zhang Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Zhang Financial financial advisors are in Michigan?
20 investment adviser representatives are registered at Zhang Financial offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 14 list the CFP designation and 0 are also registered as broker representatives.
Where in Michigan does Zhang Financial have the most advisors?
Portage, with 19, then Bloomfield Hills (1). Zhang Financial has advisors in 2 cities in Michigan.
How do I check a Zhang Financial advisor in Michigan?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Zhang Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.