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).
Total Assets Under Management21MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$320,503
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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