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TV

Travis G. Veenhuis

ZHANG FINANCIAL
Bloomfield Hills, MI 48302
Some features on this profile are disabled
CRD#: 7800309
TV

Professional summary

Travis Gerrit Veenhuis, who also goes by Travis Veenhuis, is a registered financial advisor currently at ZHANG FINANCIAL located in Bloomfield Hills, Michigan.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Travis has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Travis Veenhuis

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Gerrit Veenhuis's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 16, 2026 - Present

ZHANG FINANCIAL

Office #1: 1145 West Long Lake Drive, Suite 3100, Bloomfield Hills, MI 48302
RIA
CRD#: 159257
Bloomfield Hills, MI
Past

August 28, 2023 - March 18, 2026

SGH WEALTH MANAGEMENT

RIA
CRD#: 284067
LATHRUP VILLAGE, 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 | 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
(3/16/2026)

Exams

Current Firm

ZHANG FINANCIAL
ZHANG FINANCIAL
ZHANG FINANCIAL | ZHANG FINANCIAL LLC

CRD#: 159257 / SEC#: 801-72987

RIA
Registered Investment Advisory firm - (1/12/2012 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (8/22/2025)
PART 2A APPENDIX 1 OF FORM ADV (8/22/2025)

Regulatory assets under management

Total Number of Accounts7,270
AUM (Assets Under Management)$ 7,176,436,236

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZHANG FINANCIAL

ZHANG FINANCIAL

CRD#: 159257Bloomfield Hills, MI 48302

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