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Preston Blake Koslakiewicz

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 2025-04-10
  • MI RA
    APPROVED
    Since 2025-04-10

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 Llc Portage MI 03/2021 Present
Student Macomb MI 08/2019 03/2021
Four Seasons Kanga Roof Roseville MI 05/2019 08/2019
Student Macomb MI 02/2019 08/2019
Hollister Co. Troy MI 12/2017 02/2019
Student Macomb MI 04/2015 02/2019
B&R Sports Shelby Twp MI 02/2017 12/2017
  • 03/2021 → Present
    Zhang Financial Llc
    Portage, MI
  • 08/2019 → 03/2021
    Student
    Macomb, MI
  • 05/2019 → 08/2019
    Four Seasons Kanga Roof
    Roseville, MI
  • 02/2019 → 08/2019
    Student
    Macomb, MI
  • 12/2017 → 02/2019
    Hollister Co.
    Troy, MI
  • 04/2015 → 02/2019
    Student
    Macomb, MI
  • 02/2017 → 12/2017
    B&R Sports
    Shelby Twp, MI
Designations

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

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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