Lynn Chen-Zhang has been CEO of Zhang Financial since December 2011, is a control person of the firm and directly owns under 5% of it.
Zhang Financial LLC is a Portage, MI firm with $8.37B under management, 2,331 clients and 19 advisers across 9 offices, as of its March 2026 filing.
Lynn Chen-Zhang’s longest registration is the current one, 14 years at Zhang Financial since 2012. Before joining Zhang Financial in 2015, Lynn Chen-Zhang was registered through LPL Financial LLC.
- LPL Financial LLC– · 4 yearsPortage, MI · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Lynn Chen-Zhang is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2015.
- MichiganSince 6 January 2015
- TexasResidentSince 5 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 21 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 1999 |
| Series 7 | General Securities Representative Examination | 14 December 1998 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lynn Ling Chen-Zhang
- CRD
- 3125565
- Firm
- Zhang Financial · CRD 159257
- Role
- CEO
- Office
- 5931 OAKLAND DR., Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Lynn Chen-Zhang work?
Lynn Chen-Zhang has been CEO of Zhang Financial LLC since December 2011, and is a control person of the firm.
Is Lynn Chen-Zhang a financial advisor?
Yes. Lynn Chen-Zhang has a current investment-adviser registration in Michigan and Texas, through Zhang Financial since January 2015.
How many years of experience does Lynn Chen-Zhang have?
Lynn Chen-Zhang has 18 years in the financial industry, since January 2008, across 2 adviser firms.
What exams has Lynn Chen-Zhang passed?
Lynn Chen-Zhang has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in December 1998.
Where did Lynn Chen-Zhang work before Zhang Financial?
Before Zhang Financial, Lynn Chen-Zhang was registered through LPL Financial LLC, January 2008 to November 2012.
Where is Lynn Chen-Zhang based?
Lynn Chen-Zhang’s registered office is in Portage, MI.
Is Lynn Chen-Zhang registered with FINRA?
No. Lynn Chen-Zhang has no current broker registration.
How can I verify Lynn Chen-Zhang’s record?
Search CRD 3125565 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lynn Chen-Zhang’s full registration record.
