Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Morgann Zimmer, financial advisor Victoria TX
89 score

Morgann Zimmer

CRD Number: 6226086
Current Firm: Kmh Wealth Management, LLC

Morgann Zimmer (CRD# 6226086) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 3 years of experience in the finance industry.

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Kmh Wealth Management, LLC
Company Name Location Dates Years
Kmh Wealth Management, LLC Victoria, TX May 2012 - Current 4
Texas A&m University, Blinn College, Victoria College College Station, TX Aug 2008 - Dec 2012 4
Bed Bath And Beyond Victoria, TX May 2011 - Sep 2012 1
Briaud Financial Advisors College Station, TX Feb 2012 - Apr 2012 < 1
Southern Swing Volleyball Club Victoria, TX Aug 2008 - Mar 2009 < 1
Victoria Independent School District Victoria, TX Sep 1996 - Aug 2008 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Morgann M. Zimmer
Phone Number: 361-573-4383
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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