Zimmerman Wealth Management, LLC
Zimmerman Wealth Management, LLC (CRD# 127526) is a financial advisory firm headquartered in Evanston, IL. They manage $339,198,348 in 719 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management339MILLION
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Total Number of Accounts719ACCOUNTS
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Average Account Value$471,764
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, LA
Thomas Zimmerman (CRD# 1198889) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 40 years of experience in the finance industry. Thomas 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.
Mona Edwards (CRD# 5083738) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 5 years of experience in the finance industry. Mona Edwards 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.
Marshall Garrett (CRD# 7350982) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 4 years of experience in the finance industry. Marshall Garrett 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.
Daniel Wood (CRD# 6611781) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in Evanston, IL and has over 4 years of experience in the finance industry. Daniel Wood 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.