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Zhang Financial financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a Zhang Financial office in Portage, A to Z.
The short answer
19 registered advisors work at Zhang Financial in Portage, out of 20 at the firm nationwide; it ranks number 1 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Zhang Financial advisors in Portage, A to Z
Every Zhang Financial advisor →- Skylar J. BusChartered Financial Consultant
- Lynn L. Chen-ZhangCertified Financial Planner
- Amanda M. HartmanInvestment adviser rep
- Levi J. HendershottCertified Financial Planner
- Cameron T. KleinhekselCertified Financial Planner
- Preston B. KoslakiewiczCertified Financial Planner
- Christine M. LindbergInvestment adviser rep
- Kyle J. MackCertified Financial Planner
- David W. MarshallCertified Financial Planner
- Robert S. McDougallChartered Financial Analyst
- Jack T. OmbryCertified Financial Planner
- Giselle K. SchlubatisCertified Financial Planner
- Kolby L. SmithCertified Financial Planner
- Tyler A. SoaresCertified Financial Planner, Chartered Financial Analyst
- Kyle J. TriemstraCertified Financial Planner
- Alex C. ZhangCertified Financial Planner, Chartered Financial Analyst
- Charles C. ZhangCertified Financial Planner, Chartered Financial Consultant
- Tianxing ZhengChartered Financial Analyst
- Yuanlei ZhuChartered Financial Analyst
Zhang Financial advisors in every city and state →Zhang Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Zhang Financial advisors in other cities
Other firms in Portage
All Portage advisors →Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5
Questions
How many financial advisors does Zhang Financial have in Portage?
19 investment adviser representatives are registered at Zhang Financial offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Zhang Financial one of the largest advisor employers in Portage?
Zhang Financial ranks number 1 in Portage by registered advisors, ahead of Ameriprise Financial Services, LLC (16).
How do I check a Zhang Financial advisor in Portage?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.