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Ellen Ann Winter

Zhang Financial

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About Ellen Ann Winter

Ellen Winter is an Investment Advisor Representative with Zhang Financial LLC in PORTAGE, MI. Ellen Winter has been in the financial industry since 2006. Ellen Winter is a Certified Financial Planner and has passed the Series 65 exam. Ellen Winter specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Ellen Winter is registered with the state of Michigan and has a current registration with Zhang Financial LLC.

Firm Information

Ellen Winter 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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Ellen Winter’s Registration & Firm History

MI

01/06/2024 - Present

Zhang Financial (PORTAGE MI)

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Licenses & Designations

IA

Issued 03/19/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellen Ann Winter.
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