Karen ZimmermanCRD Number: 6153793
Current Firm: Commerce Brokerage Services, Inc.
Karen Zimmerman (CRD# 6153793) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Commerce Brokerage Services, Inc.||Saint Louis, MO||Jan 2017 - Current||1|
|Morgan Stanley||Kansas City, MO||Dec 2012 - Jan 2017||4|
|Bank Of America||Junction City, KS||Aug 2009 - Nov 2012||3|
|Self||Junction City, KS||Aug 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management382MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$155,444
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, KS, MO, NM, OK, TX