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Kyle Joseph Mack

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 2024-03-08
  • MI RA
    APPROVED
    Since 2024-03-08

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
Sgh Wealth Management Lathrup Village MI 03/2023 07/2023
Zhang Financial Llc Portage MI 08/2023 Present
Zhang Financial Llc Portage MI 08/2019 02/2023
Edward Jones Tempe AZ 05/2019 08/2019
Zhang Financial Llc Portage MI 02/2018 05/2019
Follet Kalamazoo MI 12/2016 01/2019
Western Michigan University Kalamazoo MI 08/2016 04/2020
  • 03/2023 → 07/2023
    Sgh Wealth Management
    Lathrup Village, MI
  • 08/2023 → Present
    Zhang Financial Llc
    Portage, MI
  • 08/2019 → 02/2023
    Zhang Financial Llc
    Portage, MI
  • 05/2019 → 08/2019
    Edward Jones
    Tempe, AZ
  • 02/2018 → 05/2019
    Zhang Financial Llc
    Portage, MI
  • 12/2016 → 01/2019
    Follet
    Kalamazoo, MI
  • 08/2016 → 04/2020
    Western Michigan University
    Kalamazoo, MI
Designations
Other Names
  • Kyle Mack

View on SEC IAPD

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OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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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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