Thomas
Zimmerman
Zimmerman Wealth Management, LLC
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About this Advisor
Thomas Zimmerman is a financial advisor based in Evanston, Illinois, working with Zimmerman Wealth Management, LLC. Thomas has previously held a position at Zimmerman Wealth Management, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Thomas is part of Zimmerman Wealth Management, LLC, which operates out of Evanston, Illinois. The firm has 7 employees and manages assets totaling $387.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Zimmerman Wealth Management, LLC includes asset-based and fixed fees.
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Zimmerman Wealth Management, LLC Brokerage Details
$387,671,722
7
206
$1,881,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Zimmerman Work History
Zimmerman Wealth Mangement, LLC
Disclosures
Please visit the SEC profile of Thomas Zimmerman 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 Zimmerman Wealth Management, LLC
Evanston, IL
Evanston, IL
New Orleans, LA
Evanston, 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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