Na Zhang
Investment adviser representative at Okabena Investment Services Inc
14 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Okabena Investment Services IncNov 2025 to now
- Blue Cross and Blue Shield of MinnesotaJun 2022 to Oct 2025
- Wilary Winn LLCMay 2021 to Jun 2022
- UnemployedFeb 2021 to Apr 2021
- Blue Cross and Blue Shield of MinnesotaJul 2019 to Jan 2021
- Five Star ProfessionalOct 2012 to Jul 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Okabena Investment Services Inc
$2.1BAssets managed
148Clients
4Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5860808
- Firm CRD
- 111162