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).
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Total Assets Under Management388MILLION
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Total Number of Accounts206ACCOUNTS
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Average Account Value$1,881,902
- 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.
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.
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.
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.