Levi
Hendershott
Zhang Financial
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About this Advisor
Levi Hendershott is a certified financial planner based out of Portage, Michigan with 4 years of relevant experience. Hendershott is on the advisory team at Zhang Financial. During their career, Hendershott has held roles at Colegio Marymount Cuernavaca, Merrill Lynch, Pierce, Fenner & Smith Inc, Edward Jones and Zhang Financial LLC. Hendershott holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Zhang Financial is a company that has its headquarters in Portage, MI. The company has offices in seven locations and a total of 40 people on staff. It has $5 billion in assets across its 5,603 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 5,603 accounts, 43% are held by high-net-worth clients who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules depend on which service is provided. Fees billed by Zhang Financial can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zhang Financial Brokerage Details
$4,464,459,205
40
5,603
$796,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Levi Hendershott Work History
Levi has been registered as a financial advisor for 4 years.*
Zhang Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
Colegio Marymount Cuernavaca
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Levi Hendershott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zhang Financial
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.