Kyle
Mack
Zhang Financial
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About this Advisor
Kyle Mack is a financial advisor based in Portage, Michigan, working with Zhang Financial. Kyle has previously held positions at Sgh Wealth Management, Zhang Financial LLC, Edward Jones, Follet, Christian Financial Credit Union, and Western Michigan University. Kyle is registered to provide services in Michigan. Currently, Kyle 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
Kyle Mack Work History
Zhang Financial LLC
Sgh Wealth Management
Zhang Financial LLC
Edward Jones
Zhang Financial LLC
Follet
Western Michigan University
Christian Financial Credit Union
Disclosures
Please visit the SEC profile of Kyle Mack 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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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.
