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Inactive

Kolby Loren Smith

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 2017-10-26
  • MI RA
    APPROVED
    Since 2017-10-26

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
Plante Moran Financial Advisors Portage MI 01/2016 10/2017
Zhang Financial Llc Portage MI 10/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
Designations

View on SEC IAPD

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LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

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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