Zimmerman & Armstrong Investment Advisors

Zimmerman & Armstrong Investment Advisors (CRD# 122764) is a financial advisory firm headquartered in Normal, IL. They manage $5,098,408 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $149,953
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

IL

Financial Advisors at Zimmerman & Armstrong Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Drake H. Zimmerman
CRD#: 1070600
1100 N. Beech St, Bldg 9, Normal, IL 61761
96
Wealthminder
score

Drake Zimmerman (CRD# 1070600) is an Investment Advisor Representative working at Zimmerman & Armstrong Investment Advisors in Normal, IL and has over 34 years of experience in the finance industry. Drake Zimmerman 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.

2
Nancy L. Armstrong
CRD#: 1743751
1100 N. Beech St, Bldg 9, Normal, IL 61761
93
Wealthminder
score

Nancy Armstrong (CRD# 1743751) is an Investment Advisor Representative working at Zimmerman & Armstrong Investment Advisors in Normal, IL and has over 29 years of experience in the finance industry.

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