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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Kleinheksel is an Investment Advisor Representative at Zhang Financial. Cameron has been in the industry since August 2010 and is registered with the state of Michigan. Cameron holds the Series 65 license and has been working with clients in the state of Michigan. Cameron has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
07/21/2021 - Present
Zhang Financial (PORTAGE MI)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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