Unclaimed Profile

Charles Cheng Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan

Series 7, Series 63Clean record19 years registeredZHANG FINANCIAL LLC

5931 OAKLAND DR., PORTAGE, MI 49024CRD# 2149094Firm CRD# 159257

Profile Verification

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

Identity

Charles Cheng Zhang · PORTAGE, MI

Registration

CRD #2149094 · ZHANG FINANCIAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

ZHANG FINANCIAL

Mar 2012 – present

LPL FINANCIAL LLC

Jan 2008 – Nov 2012

PORTAGE, MI

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2006 – Jan 2008

PORTAGE, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 6, 2006

Years registered · 19

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 Charles Cheng Zhang offer?

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

What are Charles Cheng Zhang's credentials?

Charles Cheng Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Cheng Zhang located?

Charles Cheng 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 Charles Cheng Zhang charge for services?

Charles Cheng 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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