Unclaimed Profile

Lynn Ling Chen-Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan

Series 7, Series 24, Series 63Clean record18 years registeredZHANG FINANCIAL LLC

5931 OAKLAND DR., PORTAGE, MI 49024CRD# 3125565Firm CRD# 159257

Profile Verification

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

Identity

Lynn Ling Chen-Zhang · PORTAGE, MI

Registration

CRD #3125565 · ZHANG FINANCIAL LLC · 18 years registered

Brand Profile

Not yet started

Career History

ZHANG FINANCIAL

Jan 2015 – present

ZHANG FINANCIAL

Mar 2012 – Dec 2014

PORTAGE, MI

LPL FINANCIAL LLC

Jan 2008 – Nov 2012

PORTAGE, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 2, 2008

Years registered · 18

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 Lynn Ling Chen-Zhang offer?

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

What are Lynn Ling Chen-Zhang's credentials?

Lynn Ling Chen-Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Ling Chen-Zhang located?

Lynn Ling 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 Lynn Ling Chen-Zhang charge for services?

Lynn Ling 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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