Levi Hendershott, CFP®, ChFC
Senior Manager - Client Services and Financial Planning
- Certified Financial Planner (CFP®)
- Masters of Business, Entrepreneurship and Technology - University of Waterloo, Canada
- Bachelor of Arts - Adrian College
- Previous Experience:
Financial Advisor - Merrill Lynch
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.