Charles Zimmerman (CRD# 4459905) is an Investment Advisor Representative working at Strategic Asset Management, LLC in Park City, KS and has over 19 years of experience in the finance industry. Charles Zimmerman 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.
CRD# 6924661
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Asset Management, LLC | Belleville, KS | Aug 2021 - Current | 2 |
| Morrow & Co, LLC | Wichita, KS | Aug 2019 - Current | 4 |
| Prizim, Inc. | Park City, KS | Sep 2003 - Current | 20 |
| Bank Of America, N.a. | Wichita, KS | Jan 2019 - Aug 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita, KS | Oct 2018 - Aug 2019 | < 1 |
| Strategic Asset Management, LLC | Park City, KS | Jul 1998 - Oct 2018 | 20 |
| Gottschalk & Company, Cpa's, LLC | Concordia, KS | Sep 1984 - Jul 2017 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- KS
-
Total Assets Under Management28MILLIONS
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Total Number of Accounts212ACCOUNTS
-
Average Account Value$133,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
KS, MO, NE, TX
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