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RIA · CRD 122167State-Registered Investment Adviser

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.

Overview

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.

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