Brandon Mull, CFA®, CFP®
Vice President - Financial Planning and Private Client Services
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner (CFP®)
- Bachelor of Arts in Business/Economics - Wheaton College
- 10+ Years in the Financial Services Industry
- 2016 and 2020 US Olympic Marathon Team Trials Qualifier (2:17:17)
- Previous Experience:
- Portfolio Management - Morgan Stanley & Co. LLC
- Proprietary Trading - TransMarket Group LLC
- Equity Research - First Trust
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: email@example.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.