Unclaimed Profile

Alex Chen Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan

SIE, Series 7TO, Series 63CFP CFAClean record1 years registeredZHANG FINANCIAL LLC

5931 OAKLAND DR., PORTAGE, MI 49024CRD# 7270806Firm CRD# 159257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alex Chen Zhang · PORTAGE, MI

Registration

CRD #7270806 · ZHANG FINANCIAL LLC · 1 years registered

Brand Profile

Not yet started

Career History

ZHANG FINANCIAL

Dec 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Registration record

First registered · December 24, 2024

Years registered · 1

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZHANG FINANCIAL LLC

CRD 159257 · SEC 801-72987

AUM

$6.0B

Regulatory assets under management

Employees

6,475 client accounts

Services offered by ZHANG FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ZHANG FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Alex Chen Zhang offer?

Alex Chen Zhang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.

What are Alex Chen Zhang's credentials?

Alex Chen Zhang holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alex Chen Zhang located?

Alex Chen Zhang is based in PORTAGE, Michigan, working with ZHANG FINANCIAL LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.

How does Alex Chen Zhang charge for services?

Alex Chen Zhang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZHANG FINANCIAL LLC?

ZHANG FINANCIAL LLC has approximately 40 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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