Inactive

Amanda Marie Hartman

Zhang Financial

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Current Employers

Zhang Financial

5931 Oakland Dr., Portage, MI 49024 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2020-11-16

MI RA
APPROVED

Since 2020-11-16

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

Organization	City	State	From	To
Zhang Financial Llc	Portage	MI	11/2017	Present
Zhang Financial Llc	Portage	MI	11/2012	11/2017

11/2017 → Present

Zhang Financial Llc

Portage, MI
11/2012 → 11/2017

Zhang Financial Llc

Portage, MI

Previous Registrations

2010-11-04 → 2012-11-13

Lpl Financial Llc

Portage, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-01

S66 Uniform Combined State Law Examination

2010-11-01

Other Names

Amanda Marie Boyd
Amanda Marie Boyd

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES

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

David William Marshall

GISELLE KRISTINE SCHLUBATIS

ROBERT SCOTT MCDOUGALL

CAMERON TYLER KLEINHEKSEL

KOLBY LOREN SMITH

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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