Kyle Triemstra

Senior Client Service Associate and Analyst at Zhang Financial - Portage, Michigan, US

Kyle Triemstra's Colleagues at Zhang Financial
Joni Edwards

Senior Administrative Assistant

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Colton Weidner

Financial Planning Assistant

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Barbara Robbins

Senior Independent Consultant

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Ellie Winter

Senior Independent Consultant

Contact Ellie Winter

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Kyle Triemstra's Contact Details
HQ
(269) 385-5888
Location
Company
Zhang Financial
Kyle Triemstra's Company Details
Zhang Financial logo, Zhang Financial contact details

Zhang Financial

Portage, Michigan, US • 54 Employees
Financial Services

Zhang Financial sets a new standard for your finances. Established three decades ago, * Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the Top 10 every year since 2015.** Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, September 17, 2021, September 16, 2022, and September 15, 2023. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors. *** As reported in Forbes April 3, 2024. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

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Frequently Asked Questions about Kyle Triemstra
Kyle Triemstra currently works for Zhang Financial.
Kyle Triemstra's role at Zhang Financial is Senior Client Service Associate and Analyst.
Kyle Triemstra's email address is ***@zhangfinancial.com. To view Kyle Triemstra's full email address, please signup to ConnectPlex.
Kyle Triemstra works in the Financial Services industry.
Kyle Triemstra's colleagues at Zhang Financial are Joni Edwards, Colton Weidner, Isabelle Provancher, Barbara Robbins, Christine Halvorson, Amber Aoyou, Ellie Winter and others.
Kyle Triemstra's phone number is (269) 385-5888
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