Zhang Financial

CRD 159257 · Portage, MI · $8.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 159257
SEC number: 801-72987
Firm type: RIA
Assets under management: $8.4B as of Mar 31, 2026
Website: www.facebook.com/ZHANGFINANCIAL ↗
Phone: 269-385-5888
Address: 5931 Oakland Dr., Portage, MI, 49024

Advisors at this firm

20 in our index · page 1 of 1

Skylar Judith BusCRD 8223863 · Portage, MI

IA Registered
Lynn Ling Chen-ZhangCRD 3125565 · Portage, MI

IA Registered
Amanda Marie HartmanCRD 5110995 · Portage, MI

IA Registered
Levi J HendershottCRD 6376367 · Portage, MI

IA RegisteredRegistration inactive
Cameron Tyler KleinhekselCRD 5896419 · Portage, MI

IA Registered
Preston Blake KoslakiewiczCRD 8070834 · Portage, MI

IA Registered
Christine Marie LindbergCRD 5092775 · Portage, MI

IA Registered
Robert Scott McdougallCRD 5892020 · Portage, MI

IA Registered
Kyle Joseph MackCRD 7098826 · Portage, MI

IA Registered
David William MarshallCRD 6867564 · Portage, MI

IA Registered
Jack Thomas OmbryCRD 8238429 · Portage, MI

IA Registered
Giselle Kristine SchlubatisCRD 5422796 · Portage, MI

IA RegisteredRegistration inactive
Kolby Loren SmithCRD 5905157 · Portage, MI

IA Registered
Tyler Anthony SoaresCRD 6968494 · Portage, MI

IA RegisteredRegistration inactive
Kyle James TriemstraCRD 7678430 · Portage, MI

IA Registered
Travis Gerrit VeenhuisCRD 7800309 · Bloomfield Hills, MI

IA Registered
Alex Chen ZhangCRD 7270806 · Portage, MI

IA RegisteredRegistration inactive
Charles Cheng ZhangCRD 2149094 · Portage, MI

IA Registered
Tianxing ZhengCRD 6203571 · Portage, MI

IA Registered
Yuanlei ZhuCRD 5881611 · Portage, MI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.