Kyle Joseph Mack
Investment adviser representative at Zhang Financial
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
7 years in the industry.
- Zhang Financial LLCAug 2023 to now
- Sgh Wealth ManagementMar 2023 to Jul 2023
- Zhang Financial LLCAug 2019 to Feb 2023
- Edward JonesMay 2019 to Aug 2019
- Zhang Financial LLCFeb 2018 to May 2019
- FolletDec 2016 to Jan 2019
- Western Michigan UniversityAug 2016 to Apr 2020
Designations
- CFP® certification
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
- 7098826
- Firm CRD
- 159257