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  2. Greenfield, IN
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Linda Zimmermann, financial advisor Greenfield IN

Linda Zimmermann

CRD Number: 4581090
Current Firm: Linda Zimmermann Financial Planning And Counseling

Linda Zimmermann (CRD# 4581090) is an Investment Advisor Representative working at Linda Zimmermann Financial Planning And Counseling in Greenfield, IN and has 1 year of experience in the finance industry. Linda Zimmermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Linda Zimmermann Financial Planning And Counseling Greenfield, IN Jun 1985 - Current 38

Linda Zimmermann has no recent exams reported.
Contact Info for Linda M. Zimmermann
,
Phone Number: 317-462-2856
Registered State(s):
  • IN
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Current Firm Details
Linda Zimmermann Financial Planning And Counseling
Firm's CRD Number: 122167
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $445,397
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN

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