Joan
Zimniewicz

E. A. Horwitz LLC

CRD#1023149
Investment Advisor
in Deerfield, IL

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About this Advisor

Joan Zimniewicz is a financial advisor based in Deerfield, Illinois, working with E. A. Horwitz LLC. Joan has previously held positions at E. A. Horwitz LLC and Western International Securities, Inc. Joan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Joan is part of E. A. Horwitz LLC, which operates out of Deerfield, Illinois. The firm has 13 employees and manages assets totaling $208.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at E. A. Horwitz LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1650 Lake Cook Rd. Suite 190
Deerfield, IL 60015

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E. A. Horwitz LLC Brokerage Details

Total Assets Under Management

$208,061,003

IL Average: $6,674,516,078
Total Number of Employees

13

IL Average: 44
Total Number of Accounts

404

IL Average: 2,564
Average Account Size

$515,002

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Joan Zimniewicz Work History

2013 - Present (11 years)

E.A. Horwitz LLC

2013 - Present (11 years)

Western International Securities, Inc

Disclosures

Please visit the SEC profile of Joan Zimniewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at E. A. Horwitz LLC

Gerald Horwitz
Weston, FL
Joan Zimniewicz
Deerfield, IL
Ashley Armenta
Deerfield, IL
Pei Liu
Deerfield, IL
Patrick Brobeck
East Pickerington, OH
Robert Youman
Deerfield, IL
Lesley Winston
Miami, FL
Jakob Horwitz
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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