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Wen-Liang Huang

Zion Financial Planning, LLC

Bellevue, WA

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Current Employers
Zion Financial Planning, Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-12
WA RA APPROVED 2017-07-17
  • TX RA
    APPROVED
    Since 2023-05-12
  • WA RA
    APPROVED
    Since 2017-07-17

Branch Locations

Bellevue, WA • 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
Nylife Securities Llc Bellevue WA 07/2016 09/2016
Eagle Strategies Llc Bellevue WA 08/2016 09/2016
Securian Financial Services, Inc. St. Paul MN 09/2016 07/2017
Minnesota Life Insurance Co. St. Paul MN 09/2016 07/2017
Zion Financial Planning, Llc Bellevue WA 06/2017 Present
  • 07/2016 → 09/2016
    Nylife Securities Llc
    Bellevue, WA
  • 08/2016 → 09/2016
    Eagle Strategies Llc
    Bellevue, WA
  • 09/2016 → 07/2017
    Securian Financial Services, Inc.
    St. Paul, MN
  • 09/2016 → 07/2017
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 06/2017 → Present
    Zion Financial Planning, Llc
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-14
S63 Uniform Securities Agent State Law Examination 2010-10-28
  • S65 Uniform Investment Adviser Law Examination
    2011-12-14
  • S63 Uniform Securities Agent State Law Examination
    2010-10-28
Designations
Other Names
  • Wen-Liang Huang

View on SEC IAPD

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