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Charles Cheng Zhang

Zhang Financial

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About Charles Cheng Zhang

Charles Cheng Zhang is an investment advisor representative at Zhang Financial. Charles has been in the industry since 1991. Charles is registered with the state of Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, North Carolina, Ohio, Texas, and Virginia. Charles offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals. Charles is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Charles Zhang 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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Charles Zhang’s Registration & Firm History

MI

01/06/2015 - Present

Zhang Financial (PORTAGE MI)

MI

01/02/2008 - 11/13/2012

LPL FINANCIAL LLC (PORTAGE MI)

MI

07/03/1991 - 01/02/2008

AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)

MN

07/03/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Cheng Zhang.
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