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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kolby? Claim Your ProfileKolby Loren Smith is an Investment Advisor Representative with Zhang Financial. Kolby has been in the financial services industry since June 2010. Kolby is registered in Michigan and has a Series 65 license. Kolby is a Certified Financial Planner. Zhang Financial is a registered investment advisor located in Portage, Michigan. The firm provides financial planning and investment management services to individuals, families, and businesses. The firm has a focus on serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
10/26/2017 - Present
Zhang Financial (PORTAGE MI)
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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