Lynn L. Chen-zhang
ZHANG FINANCIAL
Portage, MI 49024
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CRD#: 3125565
Professional summary
Lynn Ling Chen-zhang, CFP®, who also goes by Lynn Chen, Lynn Ling Chenzhang, Lynn Chenzhang, is a registered financial advisor currently at ZHANG FINANCIAL located in Portage, Michigan.
Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lynn has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.
Biography
Our Mission
"The mission of Zhang Financial is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interest at all times."
In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with independent Certified Financial Planners(CFP®) and professional staff that will truly put your best interests first.
Question & Answer
What are your service offerings?
Retirement Income Management
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lynn Chen | Lynn Ling Chenzhang | Lynn Chenzhang
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) SELF EMPLOYED - AUTHOR - BOOK "MAKE YOURSELF A MILLIONAIRE" - $100 A YEAR
2) WMU BUSINESS SCHOOL - MEMBER - COLLEGE/UNIVERISTY - 2 TIMES A YEAR - $0 COMP
3) 1/4/2008 - CPA/BOOKKEEPER/TAX PREPARER - Approximately 4% TIME SPENT
4) 1/4/2008 - 50% OWNER OF THE BUILDING WHICH IS LEASED TO OUR FINANCIAL SERVICE BUSINESS. LEASE PAYMENT FROM ZHANG FINANCIAL TO THE ENTITY. NO OTHER TENANTS - 1% TIME SPENT.
5) 1/4/2008 - DBA - ZHANG FINANCIAL
6) WMU Foundation Board of Trustees - No compensation, 4 times a year
7) Kalamazoo Symphony Orchestra Board of Directors - no compensation, attends meetings 4 times a year.
8) Passive investor - Simple 8, 0 time spent. 0 compensation
9) Passive investor - Boatyard Brewery, 0 time spent, 0 compensation
10) WMU Trustee (04/2017), approximately 7 meetings a year, 0 compensation
CRS (Client Relationship Summary) - RIA
Click below to view Lynn Ling Chen-zhang's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
January 5, 2015 - Present
ZHANG FINANCIAL
Office #1: 5931 Oakland Dr., Portage, MI 49024RIA
CRD#: 159257
Portage, MI
Past
March 2, 2012 - December 31, 2014
ZHANG FINANCIAL
RIA
CRD#: 159257
PORTAGE, MI
Past
January 2, 2008 - November 13, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
PORTAGE, MI
Past
January 2, 2008 - November 13, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
PORTAGE, MI
Past
December 16, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 16, 1998 - December 31, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PORTAGE, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ZHANG FINANCIAL
ZHANG FINANCIAL | ZHANG FINANCIAL LLC
CRD#: 159257 / SEC#: 801-72987
RIA
Registered Investment Advisory firm - (1/12/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/6/2015)
IAR
Texas(1/5/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ZHANG FINANCIAL
ZHANG FINANCIAL | ZHANG FINANCIAL LLC
CRD#: 159257 / SEC#: 801-72987
RIA
Registered Investment Advisory firm - (1/12/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5931 Oakland Dr., Portage, MI 49024
Mailing Address
Phone number
(269) 385-5888
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,270 |
| AUM (Assets Under Management) | $ 7,176,436,236 |
Red Flags
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Company Information
ZHANG FINANCIAL
CRD#: 159257Portage, MI 49024TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
