Linda Zimmermann Financial Planning And Counseling

Linda Zimmermann Financial Planning And Counseling (CRD# 122167) is a financial advisory firm headquartered in , . They manage $39,300,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Linda Zimmermann Financial Planning And Counseling
Showing 1 - 1 of 1 top financial advisors.
Linda M. Zimmermann
CRD#: 4581090
Greenfield, IN

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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