Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Ling Chen-zhang is a financial advisor with over 20 years of experience in the industry. Lynn is a Certified Financial Planner, has passed both the Series 7 and Series 63 exams and the Series 24 exam. Lynn is currently registered as an Investment Advisor Representative with Zhang Financial. Prior to joining Zhang Financial, Lynn has been employed by LPL FINANCIAL LLC, AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Lynn is also a member of the WMU Business School and the WMU Foundation Board of Trustees and serves as a member of the Kalamazoo Symphony Orchestra Board of Directors. Lynn's specialization includes Retirement Planning, Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
1
2
MI
01/05/2015 - Present
Zhang Financial (PORTAGE MI)
MI
01/02/2008 - 11/13/2012
LPL FINANCIAL LLC (PORTAGE MI)
MI
12/16/1998 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
MN
12/16/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lynn Chen-zhang is the right advisor for you? Invested Better is here to help.
