Zimmer Financial Planning

Zimmer Financial Planning (CRD# 164654) is a financial advisory firm headquartered in Pittsburgh, PA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 18090, Pittsburgh, PA 15236
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA, TX

Financial Advisors at Zimmer Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Kathi Zimmer, financial advisor Bethel Park PA
Kathi L. Zimmer
CRD#: 5089153
Bethel Park, PA

Kathi Zimmer (CRD# 5089153) is an Investment Advisor Representative working at Zimmer Financial Planning in Bethel Park, PA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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