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Amanda Marie Hartman

Zhang Financial

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About Amanda Marie Hartman

Amanda Hartman is a registered investment advisor representative with Zhang Financial. Amanda has been in the industry since 2010. Amanda currently holds Series 7 and Series 66 licenses. Amanda is a Registered Investment Advisor Representative with Zhang Financial. Amanda holds Series 7 and Series 66 licenses. Prior to joining Zhang Financial, Amanda was a financial advisor with LPL FINANCIAL LLC from 2010 to 2012. Amanda focuses on helping individuals, families, and charitable organizations achieve their financial goals. Amanda has experience providing financial planning and investment management services.

Firm Information

Amanda Hartman is currently registered with Zhang Financial. Zhang Financial is an investment advisory firm headquartered in Portage, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has approximately $6.03 billion in regulatory assets under management.
Zhang Financial

5931 OAKLAND DR.

PORTAGE, MI 49024

$6.03B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Hartman’s Registration & Firm History

MI

11/16/2020 - Present

Zhang Financial (PORTAGE MI)

MI

08/02/2010 - 11/13/2012

LPL FINANCIAL LLC (PORTAGE MI)

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Licenses & Designations

BOTH

Issued 11/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Marie Hartman.
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