Yuanlei Zhu
Investment adviser representative at Zhang Financial
14 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Zhang Financial LLCJan 2019 to now
- TD Auto FinanceSep 2018 to Jan 2019
- Ford Credit/fordJan 2012 to Sep 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Zhang Financial
Legal name: Zhang Financial LLC
$8.4BAssets managed
2,331Clients
20Advisers
14 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
- 5881611
- Firm CRD
- 159257