Yihan Zhang

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 03/2024
  Goldman Sachs & Co. Llc
  Salt Lake City, UT
• 09/2020 → 12/2020
  Queensgiant Llc
  New York, NY
• 05/2021 → 08/2021
  Columbia University
  New York, NY
• 08/2019 → 08/2020
  Columbia University
  New York, NY
• 02/2019 → 06/2019
  Toyo Japanese Steakhouse
  Montreal
• 09/2014 → 08/2019
  Concordia University
  Montreal
• 03/2024 → 01/2025
  Goldman Sachs & Co. Llc
  San Francisco, CA
• 05/2018 → 08/2018
  Pratt & Whitney Canada
  Longueuil
• 01/2018 → 04/2018
  Bombardier Aerospace
  Saint-Laurent
• 12/2016 → 04/2017
  L.S. Financial Services Inc.
  Montreal
• 03/2026 → Present
  Ameriprise Financial Services, Llc
  Woodridge, IL
• 01/2025 → 03/2026
  Full-Time Self-Study
  Pincourt
• 03/2026 → Present
  Vega Tax Services
  Woodridge, IL

Other Businesses

Outside Employment; Vega Tax Services; I am working as a self-employed, 1099 contractor to prepare tax returns for clients.; Tax Preparation; 6435 Main St Ste 160, , Woodridge, IL, 60517; Not Investment-Related; 03/23/2026; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-31
• S63 Uniform Securities Agent State Law Examination
  2024-07-27

Designations

• Certified Financial Planner

Other Names

• Yihan Zhang