Nan M. Zimdars, Inc.

Nan M. Zimdars, Inc. (CRD# 113122) is a financial advisory firm headquartered in Fitchburg, WI. They manage $20,832,669 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

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)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 Nan M. Zimdars, Inc.
Showing 1 - 1 of 1 top financial advisors.
Nan M. Zimdars
CRD#: 725416
2979 Triverton Pike Drive, Suite 104, Fitchburg, WI 53711

Nan Zimdars (CRD# 725416) is an Investment Advisor Representative working at Nan M. Zimdars, Inc. in Fitchburg, WI and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.