Sheri
Zimmerman
Fisher Investments
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About this Advisor
Sheri Zimmerman is a financial advisor who works in Kenmore, Washington with a total of 2 years of industry experience. Zimmerman works at Fisher Investments. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Fisher Investments. Zimmerman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Washington. Fisher Investments is a company operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 people on staff. It administers $192 billion in assets among its 269,289 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fisher Investments has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fees largely are based on the type of services. Fees charged by Fisher Investments can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Sheri Zimmerman Work History
Sheri has been registered as a financial advisor for 2 years.*
Fisher Investments
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sheri 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 Fisher Investments
Plano, TX
Plano, TX
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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