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Robert Scott Mcdougall

Zhang Financial

Portage, MI

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Current Employers
Zhang Financial

5931 Oakland Dr., Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-10-29
  • MI RA
    APPROVED
    Since 2024-10-29

Branch Locations

5931 Oakland Dr., Portage, MI 49024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zhang Financial Llc Portage MI 09/2018 Present
Nuveen Asset Management Minneapolis MN 01/2011 11/2016
Trenchant Partners Grafton WI 11/2016 09/2018
  • 09/2018 → Present
    Zhang Financial Llc
    Portage, MI
  • 01/2011 → 11/2016
    Nuveen Asset Management
    Minneapolis, MN
  • 11/2016 → 09/2018
    Trenchant Partners
    Grafton, WI
Designations

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
CAMERON TYLER KLEINHEKSEL
KOLBY LOREN SMITH

Other Offices

EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI
OPPENHEIMER & CO. INC. · PORTAGE, MI

More in Portage, MI

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