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LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is an SEC-registered investment adviser with $83 million in regulatory assets under management.
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is an SEC-registered investment adviser with $83 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment advisory team.
General information
Firm type
RIA
Principals
Linda Zimmermann
Financial Planner/Counselor
Frequently asked questions
Who is the principal of Linda Zimmermann Financial Planning and Counseling?
Linda Zimmermann is the named principal and likely sole advisor. Her professional background is not widely publicized, but the firm's name suggests direct client engagement.
What services does the firm offer?
The firm name indicates financial planning and counseling — typically including goal setting, cash flow analysis, retirement planning, tax-aware investing, and portfolio management. No detailed services are publicly listed.
Is the firm a family office or an RIA?
The firm is structured as an RIA, not a family office. It serves external clients, not a single family's wealth.
Does the firm disclose its AUM?
No. The firm does not publicly report assets under management.
What investment approach does the firm use?
No specific investment strategy is publicly documented. As a planning-focused RIA, it likely uses diversified portfolios, possibly with low-cost index or ETF vehicles.
Where is the firm located?
The firm's headquarters location is not publicly listed. It appears to serve a US-based client base.
How can I verify the firm's regulatory status?
RIA registrations can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) website or state securities regulators, depending on the firm's registration.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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