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Levi J Hendershott

Zhang Financial

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About Levi J Hendershott

Levi J. Hendershott is a financial advisor with Zhang Financial in PORTAGE, MI. Levi holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Levi is registered with the state of Michigan. Levi's previous experience includes working as a financial advisor for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and EDWARD JONES. Levi specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals.

Firm Information

Levi Hendershott 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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Levi Hendershott’s Registration & Firm History

MI

04/30/2019 - Present

Zhang Financial (PORTAGE MI)

IN

11/11/2014 - 01/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTH BEND IN)

MO

09/23/2014 - 10/17/2014

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Levi J Hendershott.
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