Kyle Triemstra, CFP®
Wealth Advisor at Zhang Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Zhang Financial
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Apr 2023 - 9 months
Portage, Michigan, United States
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Senior Client Service Associate and Analyst
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Jan 2022 - Mar 2023
Portage, Michigan, United States
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Client Service Associate
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Jul 2020 - Dec 2021
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Financial Planning Assistant
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Nov 2017 - Jul 2020
Kalamazoo, Michigan Area
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Education
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2016 - 2020
Western Michigan University - Haworth College of Business
Bachelor of Business Administration - BBA, Personal Financial Planning
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