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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $177,725
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, OH, PA, SC, TX, VA

Financial Advisors at Zimmermann Investment Management & Planning LLC
Showing 1 - 6 of 6 top financial advisors.
1
David L. Englehart
CRD#: 1403903
502 Bridge Street, New Cumberland, PA 17070

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.

2
George D. Kegerreis
CRD#: 6143313
502 Bridge Street, New Cumberland, PA 17070

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.

3
Jeffrey S. Nickum
CRD#: 2822256
502 Bridge Street, New Cumberland, PA 17070

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.

4
Kimberly I. Swope
CRD#: 5083615
502 Bridge Street, New Cumberland, PA 17070

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.

5
Curt H. Zimmermann
CRD#: 1520383
502 Bridge Street, New Cumberland, PA 17070

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.

6
Justin T. Taillon
CRD#: 5421689
502 Bridge Street, New Cumberland, PA 17070

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.

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