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ZHANG FINANCIAL LLC, CRD 159257
PORTAGE, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHARLES CHENG ZHANG | Certified Financial Planner|Chartered Financial Consultant | PORTAGE, MI | 14 | 35 | 3 | no |
| LYNN LING CHEN-ZHANG | Certified Financial Planner | PORTAGE, MI | 11 | 27 | 2 | no |
| CHRISTINE MARIE LINDBERG | n/a | PORTAGE, MI | 11 | 20 | 2 | no |
| KOLBY LOREN SMITH | Certified Financial Planner | PORTAGE, MI | 8 | 15 | 1 | no |
| David William Marshall | Certified Financial Planner | PORTAGE, MI | 8 | 10 | n/a | no |
| YUANLEI ZHU | Chartered Financial Analyst | PORTAGE, MI | 7 | 14 | n/a | no |
| LEVI J HENDERSHOTT | Certified Financial Planner | PORTAGE, MI | 7 | 11 | 1 | no |
| GISELLE KRISTINE SCHLUBATIS | Certified Financial Planner | PORTAGE, MI | 5 | 18 | 1 | no |
| AMANDA MARIE HARTMAN | n/a | PORTAGE, MI | 5 | 15 | 1 | no |
| CAMERON TYLER KLEINHEKSEL | Certified Financial Planner | PORTAGE, MI | 5 | 16 | 2 | no |
| Kyle James Triemstra | Certified Financial Planner | PORTAGE, MI | 3 | 11 | n/a | no |
| Kyle Joseph Mack | Certified Financial Planner | PORTAGE, MI | 2 | 10 | n/a | no |
| TIANXING ZHENG | Chartered Financial Analyst | PORTAGE, MI | 1 | 10 | n/a | no |
| ROBERT SCOTT MCDOUGALL | Chartered Financial Analyst | PORTAGE, MI | 1 | 15 | n/a | no |
| ALEX CHEN ZHANG | Certified Financial Planner|Chartered Financial Analyst | PORTAGE, MI | 1 | 10 | n/a | no |
| TYLER ANTHONY SOARES | Certified Financial Planner|Chartered Financial Analyst | PORTAGE, MI | 1 | 10 | n/a | no |
| PRESTON BLAKE KOSLAKIEWICZ | Certified Financial Planner | PORTAGE, MI | 1 | 11 | n/a | no |
| Skylar Judith Bus | Chartered Financial Consultant | PORTAGE, MI | 0 | 15 | n/a | no |
| Travis Gerrit Veenhuis | Certified Financial Planner | Bloomfield Hills, MI | 0 | 11 | 1 | no |
| Jack Thomas Ombry | Certified Financial Planner | PORTAGE, MI | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHEN-ZHANG, LYNN, LING | Ceo | Na | yes | 12/2011 | Mar 31, 2026 | Mar 31, 2026 |
| ZHANG, CHARLES, CHENG | FOUNDER AND PRESIDENT | D | yes | 12/2011 | Mar 31, 2026 | Mar 31, 2026 |
| Reiff, Christopher, Thompson | CHIEF COMPLIANCE OFFICER | Na | no | 01/2026 | Mar 31, 2026 | Mar 31, 2026 |
| ZHANG, ALEX, CHEN | Owner | B | no | 05/2024 | Mar 31, 2026 | Mar 31, 2026 |
| ZHANG, MITCHELL, C | Owner | A | no | 05/2024 | Mar 31, 2026 | Mar 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MERION CAPITAL LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| LYNN CHEN-ZHANG, CPA, PLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Ada | Mi | United States | 2 | no |
| Naples | FL | United States | 1 | no |
| ANN ARBOR | Mi | United States | 1 | no |
| BATTLE CREEK | Mi | United States | 1 | no |
| Okemos | Mi | United States | 1 | no |
| TRAVERSE CITY | Mi | United States | 1 | no |
| Troy | Mi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $8.4B | $5.6B | 50 | 19 | 8 | n/a | n/a |
| 2024 | Mar 7, 2025 | $6.5B | $4.3B | 48 | 17 | 9 | n/a | n/a |
| 2023 | Mar 27, 2024 | $5.7B | $3.6B | 40 | 16 | 7 | n/a | n/a |
| 2022 | Mar 27, 2023 | $4.5B | $2.7B | 40 | 16 | 7 | n/a | n/a |
| 2021 | Mar 15, 2022 | $4.8B | $2.7B | 35 | 15 | 5 | n/a | n/a |
| 2020 | Mar 8, 2021 | $3.9B | $2.1B | 31 | 13 | 5 | n/a | n/a |
| 2019 | Mar 19, 2020 | $3.2B | $1.6B | 31 | 9 | 5 | n/a | n/a |
| 2018 | Mar 27, 2019 | $2.7B | $1.4B | 29 | 12 | 5 | n/a | n/a |
| 2017 | Mar 10, 2018 | $2.8B | $1.3B | 29 | 12 | 4 | n/a | n/a |
| 2016 | Mar 30, 2017 | $2.5B | $1.1B | 18 | 9 | n/a | n/a | n/a |
| 2015 | Feb 26, 2016 | $2.1B | $860M | 14 | 8 | n/a | n/a | n/a |
| 2014 | Mar 5, 2015 | $848M | $848M | 13 | 6 | n/a | n/a | n/a |
| 2013 | Mar 24, 2014 | $716M | $716M | 12 | 6 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $601M | $601M | 11 | 6 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 3 | -2 | 15.0% | 0 | 0 | 0 | 2 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.4B | $6.5B | 27.8% | $4.5B | 23.3% | 50 | 48 | 8 | 9 |