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).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $471,764
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 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. 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.

2
Mona H. Edwards
CRD#: 5083738
500 Davis Street, Suite 1005, Evanston, IL 60201

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.

3
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. 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.

4
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. 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.