Sharon Zimmerman, financial advisor Santa Rosa CA

Sharon Zimmerman

CRD Number: 4517108
Current Firm: Northwestern Mutual Investment Services,llc

Sharon Zimmerman (CRD# 4517108) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Santa Rosa, CA and has over 21 years of experience in the finance industry.

Similar Advisors
Eric Abbott, financial advisor Santa Rosa CA
Eric C. Abbott
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Francis Abella, financial advisor Santa Rosa CA
Francis L. Abella
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Matthew Adams, financial advisor Santa Rosa CA
Matthew L. Adams
CRD# 5598677
Mai Capital Management, LLC
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Current 16
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2002 - Current 22
Northwestern Mutual Investment Services, LLC Santa Rosa, CA Mar 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Sharon S. Zimmerman
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Sharon Zimmerman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.