Cameron Kleinheksel, CFP®, CIMA®
Vice President - Financial Planning and Private Client Services
- Certified Financial Planner (CFP®)
- Bachelor of Arts in Finance - Michigan State University
- 10+ Years in the Financial Services Industry
- Previous Experience:
- Financial Advisor - CAPTRUST
- Manager and Senior Advisor - Plante Moran Financial Advisors
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.