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5931 Oakland Dr., Portage, MI 49024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-01-06 |
| TX | RA | APPROVED_RES | 2015-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zhang Financial | Portage | MI | 03/2012 | Present |
1) SELF EMPLOYED - AUTHOR - BOOK "MAKE YOURSELF A MILLIONAIRE" - $100 A YEAR 2) WMU BUSINESS SCHOOL - MEMBER - COLLEGE/UNIVERISTY - 2 TIMES A YEAR - $0 COMP 3) 1/4/2008 - CPA/BOOKKEEPER/TAX PREPARER - Approximately 4% TIME SPENT 4) 1/4/2008 - 50% OWNER OF THE BUILDING WHICH IS LEASED TO OUR FINANCIAL SERVICE BUSINESS. LEASE PAYMENT FROM ZHANG FINANCIAL TO THE ENTITY. NO OTHER TENANTS - 1% TIME SPENT. 5) 1/4/2008 - DBA - ZHANG FINANCIAL 6) WMU Foundation Board of Trustees - No compensation, 4 times a year 7) Kalamazoo Symphony Orchestra Board of Directors - no compensation, attends meetings 4 times a year. 8) Passive investor - Simple 8, 0 time spent. 0 compensation 9) Passive investor - Boatyard Brewery, 0 time spent, 0 compensation 10) WMU Trustee (04/2017), approximately 7 meetings a year, 0 compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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