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Lynn Ling Chen-Zhang

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 2015-01-06
TX RA APPROVED_RES 2015-01-05
  • MI RA
    APPROVED
    Since 2015-01-06
  • TX RA
    APPROVED_RES
    Since 2015-01-05

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 Portage MI 03/2012 Present
Previous Registrations
  • 2012-03-02 → 2014-12-31
    Portage, MI
  • 2008-01-02 → 2012-11-13
    Portage, MI
    Portage, MI
    San Diego, CA
    Grand Rapids, MI
    Battle Creek, MI
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-29
  • S63 Uniform Securities Agent State Law Examination
    1999-01-29
Designations
Other Names
  • Lynn Chen
  • Lynn Chenzhang
  • Lynn Ling Chenzhang

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