Advisor at Factor Investing Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Factor Investing Group
Location
Traverse City, MI 49684
Credentials
Series 63, Series 65, Series 66
Industry experience
2 years
Christopher Chang is a financial advisor with Factor Investing Group in Traverse City, MI. He holds Series 63, 65, and 66 licenses and has two years of industry experience. His prior roles include positions at Melfa Wealth Management, Inc., Old Mission Investment Company, LLC, and Fifth Third Securities. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct discretionary portfolios primarily using ETFs and mutual funds, with a focus on aligning investments with clients’ objectives and risk tolerance.
Based on Factor Investing Group
up to 1.30% annually (negotiable, based on factors including asset size, complexity, planning services, relationship)
Fee-only: Fees are paid as a percentage of assets under management; no commissions or other compensation received.
309 Cass St, Suite 100
Traverse City, MI 49684
Michigan
Melfa Wealth Management, Inc.
2024 - Present (2 years)
Old Mission Investment Company, LLC
2021 - 2024 (3 years)
Unemployed
2020 - 2021 (1 year)
Fifth Third Securities
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Traverse City, MI
ARK Advisors, LLC
Series 65
Traverse City, MI
Laurentine Investments LLC
Series 63, Series 66
Traverse City, MI
Isadore Private Wealth, LLC
CFP®, Series 63
Traverse City, MI
46 and 2 Investment Advisors, LLC
Series 63, Series 65
Williamsburg, MI
I Am, Inc.
CFP®, CFA®
Traverse City, MI
Falconer Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")