# LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 122167
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122167

## About

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.

## People

- Linda Zimmermann — Financial Planner/Counselor

## 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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- [Perigee Capital](https://altss.com/profile/perigee-capital-lp)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/linda-zimmermann-financial-planning-and-counseling

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