Senior Manager - Financial Planning and Private Client Services
- BBA in Finance - Western Michigan University
- Passed Series 7 and 66 Exams
- 20 years in the Financial Services Industry
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | 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.