Zimmermann Investment Management & Planning LLC
Zimmermann Investment Management & Planning LLC (CRD# 297516) is a financial advisory firm headquartered in New Cumberland, PA. They manage $409,300,118 in 2,303 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management409MILLION
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Total Number of Accounts2,303ACCOUNTS
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Average Account Value$177,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DE, FL, MD, NC, OH, PA, SC, TX, VA
David Englehart (CRD# 1403903) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 38 years of experience in the finance industry.
George Kegerreis (CRD# 6143313) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 11 years of experience in the finance industry.
Jeffrey Nickum (CRD# 2822256) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 27 years of experience in the finance industry.
Kimberly Swope (CRD# 5083615) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 17 years of experience in the finance industry.
Curt Zimmermann (CRD# 1520383) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 37 years of experience in the finance industry.
Justin Taillon (CRD# 5421689) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 4 years of experience in the finance industry.