Kolby
Smith
Zhang Financial
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About this Advisor
Kolby Smith is a financial advisor based in Portage, Michigan, working with Zhang Financial. Kolby has previously held positions at Plante Moran Financial Advisers LLC, Plante Moran Financial Advisors, and Zhang Financial LLC. Kolby has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Kolby is part of Zhang Financial, which operates out of Portage, Michigan. The firm has 7 offices and 40 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Zhang Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Zhang Financial Brokerage Details
$5,728,071,112
40
6,243
$917,519
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
Kolby Smith Work History
Zhang Financial LLC
Plante Moran Financial Advisors
Plante Moran Financial Advisers LLC
Disclosures
Please visit the SEC profile of Kolby Smith 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
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