Mitchell Zhang has been Owner of Zhang Financial since May 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Mitchell Zhang holds a BA in Economics from Columbia University.
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.
Mitchell Zhang is Vice President - Investment Strategy of Zhang Financial, based in Portage, Michigan. Zhang has 10+ years in the financial services industry and previously worked in private equity at Raven Capital Management and in investment banking at Gordian Group, LLC.
No adviser firm registrations are on Mitchell Zhang’s record.
Professional designations
Listed by Zhang Financial
- Certified Financial Planner (CFP®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 March 2018 |
| Series 7 | General Securities Representative Examination | 3 October 2017 |
| Series 79 | Investment Banking Registered Representative Examination | 24 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Mitchell C Zhang
- CRD
- 6368124
- Firm
- Zhang Financial · CRD 159257
- Role
- Owner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zhangfinancial.com
Where does Mitchell Zhang work?
Mitchell Zhang has been Owner of Zhang Financial LLC since May 2024.
Does Mitchell Zhang have a current investment-adviser registration?
Mitchell Zhang has no current investment-adviser or broker registration.
What exams has Mitchell Zhang passed?
Mitchell Zhang has passed 3 licensing exams: the Series 79, Series 7 and Series 63. The earliest, the Series 79, was passed in August 2017. FINRA credited Mitchell Zhang with the SIE, which began in October 2018.
Is Mitchell Zhang registered with FINRA?
No. Mitchell Zhang has no current broker registration.
Is Mitchell Zhang a CFP?
Zhang Financial lists Mitchell Zhang with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mitchell Zhang’s record?
Search CRD 6368124 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Zhang’s full registration record.
