Updated:
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is a state-registered investment adviser with $83 million in regulatory assets under management.
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is a state-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
Does the firm disclose its AUM?
No. The firm does not publicly report assets under management.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: