Zimmerman Wealth Management, LLC

Zimmerman Wealth Management, LLC (CRD# 127526) is a financial advisory firm headquartered in Evanston, IL. They manage $387,671,722 in 206 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 Davis Street, Suite 1005, Evanston, IL 60201
http://www.zimmermanwealth.com/
By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $1,881,902
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, LA

Financial Advisors at Zimmerman Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Zimmerman, financial advisor Evanston IL
Thomas H. Zimmerman
CRD#: 1198889
1603 Orrington, Suite 1725, Evanston, IL 60201

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.

2
Mona Edwards, financial advisor New Orleans LA
Mona H. Edwards
CRD#: 5083738
New Orleans, LA

Mona Edwards (CRD# 5083738) is an Investment Advisor Representative working at Zimmerman Wealth Management, LLC in New Orleans, LA and has over 5 years of experience in the finance industry.

3
Marshall Garrett, financial advisor Evanston IL
Marshall Garrett
CRD#: 7350982
500 Davis Street, Suite 1005, Evanston, IL 60201

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.

4
Daniel Wood, financial advisor Evanston IL
Daniel J. Wood
CRD#: 6611781
500 Davis Street, Suite 1005, Evanston, IL 60201

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.

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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