Na Zhang

Employer firm

Okabena Investment Services Inc CRD 111162

$2.12B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR FAMILY LLCS AND LPS

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

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

Current Employers

Employment History

• 06/2022 → 10/2025
  Blue Cross And Blue Shield Of Minnesota
  Eagan, MN
• 05/2021 → 06/2022
  Wilary Winn Llc
  Oakdale, MN
• 07/2019 → 01/2021
  Blue Cross And Blue Shield Of Minnesota
  Eagan, MN
• 10/2012 → 07/2019
  Five Star Professional
  Eagan, MN
• 11/2025 → Present
  Okabena Investment Services Inc
  Minneapolis, MN
• 02/2021 → 04/2021
  Unemployed
  Eagan, MN

Designations

• Chartered Financial Analyst