Christine Lindberg
Zhang Financial · Portage, Michigan
Christine Lindberg is a fee-only financial advisor at Zhang Financial in Portage, Michigan. Zhang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Christine →
Facts
| Firm | Zhang Financial |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.37B across 7,855 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5092775 |
| Exams passed | Series 66 (2006) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Christine's firm compares
- Zhang Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 7,855 accounts).
Request an introduction to Christine
Tell Christine a little about what you're looking for. Christine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christine
Is Christine Lindberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Zhang Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christine Lindberg based?
Christine Lindberg is based in Portage, Michigan.
Is Christine Lindberg registered with the SEC?
Yes. Christine Lindberg is registered as an investment adviser representative in MI (CRD 5092775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zhang Financial manage?
Zhang Financial reports $8.37B across 7,855 accounts in assets under management.
How do I contact Christine Lindberg?
Through Christine's website, www.zhangfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.